Paradigm Shift in Wealth Planning

The focus over the past few years has changed in positioning clients for wealth and business succession. Because of the large amounts that be gifted without the threat of transfer taxes (gift, estate & GST taxes), other aspects of wealth planning have become more important. This includes income taxes, cost basis, succession issues, retirement cash management and disability planning.

This is an excellent time to go back to basics and rethink some of the strategies we have used for many years and to come up with new planning concepts and ideas.