Wealth Transfer Planning
In order to craft a plan that makes the most sense, we want to know who you are, understand your definition of wealth, and get a clear picture of what you hope to provide for family, children, grandchildren and perhaps even great-grandchildren.
- How do you define your wealth?
- What should be included that does not appear on a financial statement?
- How successful have you been in conveying your philosophy of life to your children?
Discussing the philosophical aspects of wealth transfer is critical to the planning process. Our approach requires that we ask challenging questions that help us better understand you and what you want to accomplish for future generations. Only then can we start crafting solutions that will intertwine your family goals with economically effective techniques to convey your wealth.
- What are your family's strengths and the obstacles it faces.and how should you account for this in your planning?
- Is it more important to challenge, nurture or protect your heirs?
An Uncertain Environment (pdf)
JR Katz's reaction to EGTRRA when it was passed in 2001
EGTRRA Analysis (pdf)
View the financial projection of the impact of EGTRRA, revised in 2003 for Illinois residents