The Rushmore BluePrint Diagnostic is designed to identify, in a concise, easily-understandable, hardcopy visual "blueprint", the tax and liability risks that you are exposed to but that you may be unaware exist within your current legal and financial documents. Are you compressing the value of assets in your estate to keep wealth from being confiscated?
Have you compared and contrasted the 5 ways to create estate liquidity? Would you want the maximum creditor and predator protection for your family? Business agreements like Buy/Sells, key employee agreements or profit participations always contain triggering events in exchange for equity and/or cash bonuses.
Have you compared and contrasted the 5 ways to create estate liquidity? Would you want the maximum creditor and predator protection for your family? Business agreements like Buy/Sells, key employee agreements or profit participations always contain triggering events in exchange for equity and/or cash bonuses.
Services
Bob Larsen founded The Rushmore Group in 1981 under the simple principal of helping prosperous families and successful entrepreneurs achieve their goals while keeping their wealth within the family. We do this by helping you define your objectives, evaluate the solutions, and implement the chosen game plan.
Bob began his career in the financial services industry in 1965 with the New York Life Insurance Company. In 1967 Bob entered the management ranks of the company and by 1975 had, as General Manager of his agency, led that agency to the top position company-wide. In 1981 Bob resigned from New York Life and formed the consulting company The Rushmore Group Inc.
Robert W. Larsen, TEP is a contributing member of the Society of Trust and Estate Practitioners (STEP). STEP was founded by George Tasker in 1991 and is the international professional association for practitioners dealing with family inheritance and succession planning.
STEP members are subject to an extensive Code of Professional Conduct, requiring members at all times to act with integrity and in a manner that inspires the confidence, respect and trust of clients.The material presented herein is designed to provide accurate and authoritative information in regards to the subject matter covered.
STEP members are subject to an extensive Code of Professional Conduct, requiring members at all times to act with integrity and in a manner that inspires the confidence, respect and trust of clients.The material presented herein is designed to provide accurate and authoritative information in regards to the subject matter covered.
Diagnosing and exposing the tax and liability risks in your plan requires that we inventory your various legal and financial documents such as wills, revocable trusts, separate property agreements, a detailed balance sheet, and life insurance contracts. Estate Tax Exempt wealth to become estate taxable upon the death of the surviving spouse;.
Diagnosing and exposing the tax and liability risks in your business agreements requires that we inventory your various legal documents which support buy and sell plans, golden handcuff plans, profit incentive plans and tax returns. An unexpected tax liability by you or your heirs because an incentive plan included a transfer of stock;.
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