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The Telge Companies possess a distinctly unique approach to estate
planning. By going
beyond the bounds of conventional wisdom, we apply whbat we believe to be innovative concepts
that help us to achieve extraordinary results for our clients. Family
Wealth Counseling not only addresses the dollar amount, but the values
and virtues which you would want to pass onward as well.
At
death, a significant portion of your family wealth must be surrendered
to support the general welfare of the country. This is known as Social
Capital. Fortunately, the IRS gives you a choice for how to distribute
this Social Capital. Family Wealth Counseling techniques allow you to
'opt out' of surrendering your Social Capital in the form of taxes to
the Internal Revenue Service.
Through a variety of
ethical tax avoidance techniques including voluntary philanthropic
giving, you can be free to pass to your heirs up to the full value of
your family wealth, while controlling the disposition of your Social
Capital which otherwise might be paid to the government as inheritance
taxes.
Family Wealth Counseling enables you to protect
the integrity of your estate, control the disposition of your Social
Capital, accomplish a greater social good at your discretion and
transfer the bulk of your wealth to your heirs in the most
tax-advantaged manner possible.
The Telge Companies can help you design an estate plan
that will provide the shelter you desire to enable your legacy to
endure for generations to come.
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