Got Wealth?

The last ten years has seen massive wealth growth in the United States. This brings up the issue of wealth planning, particularly from a tax perspective.

Got Wealth?

There is little doubt that the overall wealth of a significant percentage of Americans has grown like a weed in your garden over the last 10 years. There are a variety of reasons for this growth. Real estate appreciation has set historical records. Stock options are creating massive paper wealth, while also creating tax nightmares. Demographically, a bulge in our population, the baby boomers, are reaching retirement age. Regardless of the reason, wealth planning is becoming a big issue for many people.

Wealth planning strategies tend to be very detail oriented. They also tend to be an option only for certain situations. As a result, you need to speak with a professional regarding each particular strategy to determine if they are of assistance to your situation. These techniques are not universal solutions like stuffing money into a 401k, so don