Wealth protection and estate strategies are more than death and taxes.  Based on demographics the largest wealth transfer event is scheduled to occur over the next ten to twenty years.  How well prepared are you to leave a legacy or, more importantly, the legacy of your choosing.

The best way to ensure your legacy is perpetual is through a well-developed comprehensive wealth protection plan.  Wealth protection planning is a multi-dimensional approach that integrates traditional estate strategies with protected wealth management, retirement and income planning.

Wealth protection planning includes a comprehensive approach to tax as well as non-tax issues often encountered by wealthy individuals.  During your working years, it's you at work.  During your retirement years, it's your money at work.

At The Westhem Grant Group, we know that once you have a comfortable net worth, you have special financial needs.  It is imperative that you protect the assets you have accumulated - and make sure that they keep growing.  If you have a substantial interest in any of the following areas, The Westhem Grant Group can help.

Protect yourself against the greatest threats to your estate: taxes, and the lack of multi-generational assets, divorce, creditor and spendthrift protection. Read more Life Insurance can be one of the most powerful financial tools for supercharging a wealth transfer and estate strategy because of its inherent leverage, tax-efficiency, and liquidity features.  With hundreds of insurance companies to choose from, it is an art to develop the most effective strategy, select the proper carrier, choose the most suitable product, most effective policy design and obtain the most aggressive underwriting. Read more You can enjoy a lifetime income and generous tax deductions while making a charitable commitment and leaving a legacy. Read more

The biggest tax break in the 1930s was the interest deduction on home loans.  Now, it's maximizing the tax-efficiency of qualified retirement plans and IRAs.

Read more Gain improved confidence knowing that you, your heirs, and your business are protected upon your retirement, disability, or death with a business succession plan.  Coordinating a business succession with estate strategy can help ensure a smooth transition to the next generation that is consistent with your specific goal objectives. Read more