Why work your entire life to end up having your
heirs liquidate over half of your assets to satisfy
an obligation you didn't have to pay?
It has been long held that estate taxes are voluntary.
Part of the assets you control are what we call
personal capital. But 50% of what you control
is "social" capital. You have a choice
of distributing the capital to social causes of
your choice and determination or you can send
your assets to the Federal Clearing House in Washington
Too often, people who have successfully amassed
significant wealth have overlooked exactly how
much control they have over the disposition of
their estate. Instead of carefully planning their
ultimate exit, they leave the plan to chance.
Instead of proactively designing a legacy compatible with
their life objectives and values, they abdicate
the job to their attorney and heirs after the fact.
BMI Consulting is dedicated to
helping their clients visualize and implement
their legacy. Through the skillful combination
of legal, ethical and effective tools, BMI can
help you dictate the terms of your legacy.