AWP Legacy Planning
The audit that reveals your path to peace of mind.
Many wealthy families already have done some form of “estate planning”. Our audits often reveal that the people guiding the success of your legacy––the financial planners, the CPAs and the attorneys––aren’t covering all the bases. Our team has the tools and expertise to identify and correct mistakes that could be putting you at a disadvantage.
Designed to protect your assets and your privacy.
As part of our audit process, we create a diagram of all of your entities and assets and point out visually the weaknesses in your existing plan that could make them vulnerable to Creditors, Predators, Divorce and Estate Taxes.
This allows us to articulate the areas we can provide value, while also presenting the information in a way that is clear and digestible.
Often we are able to find a laundry list of areas in a family’s estate plan/corporate structure that can be improved upon from a tax and asset protection standpoint.
Life insurance is the most neglected asset class.
Your life insurance contract needs to be managed and reviewed annually. These are not “set it and forget it” assets. Most people are sold contracts by insurance agents who rarely review them – they make their commission and walk away.
Some high net worth individuals will resort to ‘self-insuring’ — without fully grasping the different structures of using life insurance as a cash flow tool.
With AWP’s Life Insurance Analysis, you can take a measured and proactive approach to your Life Insurance.
Life Insurance Strategy & Analysis
We specialize in advanced life insurance strategies – and have been involved with planning for policies with as high as $100 million death benefits.
After analyzing hundreds of unique situations, we have noticed many of the “well-known” insurance companies end up being the most expensive companies when you look at policy charges over 20, 30, or 40 years.
Just because a policy has the lowest annual premium does not make it the best option. Many factors go into determining the best option, and each scenario is unique.
Let us take a look.SEE WHAT TO EXPECT
Take a closer look at our partnerships.
Every wealth story is different. See how we approached some of our actual client partnerships.
CASE STUDY I
Domestic & International Tax Planning
saved in annual income taxes
reduction in capital gain taxes
CASE STUDY II
Domestic & International Estate Planning
increase in survivor income
increase in legacy
CASE STUDY III
Entrepreneur's Sale of Medical Practice to Private Equity
in annual federal tax savings
reduction in estate taxes
CASE STUDY IV
Multigenerational Real Estate Family - Investor/Developer
in capital gain taxes eliminated
in estate taxes avoided
CASE STUDY V
Corporate Executive & Sophisticated Investor
capital gain taxes eliminated
annual income tax savings
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