What will your family — or your family
business — look like 100 years from today?

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Creating Possibility

“Jane” was getting a divorce. She and her husband had done no estate planning. Since her assets were below the threshold for estate taxes, there did not seem to be an immediate need for serious planning.

However, Jane’s grandfather had left her a trust and the assets had been distributed. Jane was excited about the possibilities represented by her distribution, so her attorney referred her to us.

Sage360 Advisors helped her understand her financial independence goals and created a plan to manage her wealth to meet those goals in a tax-efficient manner.

In addition we coordinated a team of advisors to put in place the necessary estate planning documents to protect the wealth for the benefit of her children.

 

 

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It takes hours to assemble a plan; it takes a lifetime to build the values that support it.