Capital preservation means protecting the absolute value of your investment via assets that have a stated objective of return of principal.
The integration of asset protection planning into estate and income tax plans has proven quite successful. The same structures which allow estate planning and income tax planning, are very well suited to protect assets.
We offer estate planning for our clients, so that the wills, trusts, powers of attorney, and health care directives protect against, death, divorce and incapacity. As our clients tend to have higher levels of income, we offer innovative estate tax planning options desirable for high net worth clients. As a complement to the estate planning, a combination with income tax planning has allowed for a much more robust estate tax plan, saving gift and estate tax as well as income tax.
Ready to take the next step? We will take you through our process and add value to your current financial plan.
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Let’s make a plan. At Green Finance Global Co., we have a three-step process for building a financial strategy that gives you a firm foundation for pursuing your goals.