We assume that you want to maintain maxium control over your business and other assets through the estate planning process. Our clients gain control and peace of mind when they realize multi-million dollar tax savings and family wealth distributions beyond the reach of creditors, lawsuits and divorce settlements.
Entrepreneurial businesses typically represent years of hard work and concentrated personal wealth. We help design business succession plans, selective executive retirement plans and core employee benefits. Estate taxes and other costs will disrupt the estate plans where there is insufficient liquidity.
Entrepreneurial businesses typically represent years of hard work and concentrated personal wealth. We help design business succession plans, selective executive retirement plans and core employee benefits. Estate taxes and other costs will disrupt the estate plans where there is insufficient liquidity.
Services
For more than 40 years, Marion Consulting, LLC has assisted families with wealth preservation and legacy planning. We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.
At Marion Consulting, LLC, we focus on clearly understanding your values, goals and objectives before we design your tactical and strategic plans.
Our powerful solutions will address such issues as tax efficient cash flows, income tax reduction, capital gains avoidance, estate and gift tax reduction, asset protection, business transfers, investment management, employee benefits, insurance services, creative charitable giving that transfers tax dollars to family foundations and responsible wealth distribution.
Our powerful solutions will address such issues as tax efficient cash flows, income tax reduction, capital gains avoidance, estate and gift tax reduction, asset protection, business transfers, investment management, employee benefits, insurance services, creative charitable giving that transfers tax dollars to family foundations and responsible wealth distribution.
We assume you want to control your closely held business and other estate assets. Entrepreneurs increase control of their assets and peace of mind when they realize multi-million dollar tax savings, family wealth beyond the reach of outsiders (creditors, lawsuits, divorce settlements), and controlled wealth distributions.
Asset protection is obviously a big part of estate planning. Planning for the protection of the client who is asking for advice on asset ownership, beneficiary designations, and financial strategies makes the estate planner responsible for providing appropriate advice on helping the clients to insulate their assets from known or potential future creditor claims.
How you choose to allocate your wealth among these three beneficiaries may have a profound impact on your family and community for generations to come. Marion Consulting, LLC will optimize the relationship between Financial Capital and Social Capital to develop consistency among your goals for financial independence, an appropriate family legacy, and the satisfaction derived from the realization of your social capital legacy.
Reviews
Be the first to review Marion Douglas & Associates.
Write a Review
