Opportunities for value creation

A top financial goal of many high-net-worth individuals is to grow enough wealth for security in retirement while leaving assets to benefit their families. This article discusses how critically important and complex estate tax planning decisions can be. Furthermore, insufficient planning can lead to outsized tax bills and other major issues. This article outlines some real opportunities for value creation at the intersection of estate planning, investment, and tax. For more detailed information, please check out our website at: www.progressinvestmentplanning.com.