Create an Integrated Wealth Management Plan to Achieve Tax Efficiency
Estate planning is critical to preserving your wealth and assets for the next generation. However, as a senior executive with a multi-dimensional compensation package, numerous insurance policies and a large investment portfolio, managing all your assets can be complex and challenging. Most high net-worth individuals in Mississippi do not have the time to create and manage an estate plan but we are available to help you!
At the Executive Planning Group, we use an integrated approach and sophisticated financial management tools to help you achieve maximum tax efficiency. You have spent a lifetime paying taxes on your earnings and assets, so why pay more than necessary? Once we have understood your retirement goals, we will create a personalized wealth optimization strategy. Flexibility, constant monitoring and communication with you enable us to keep your estate plan up-to-date with changing financial situations and objectives.
Our Comprehensive Estate Planning Services for Executives, Business Owners and High Net-Worth Families
A well-conceived program goes beyond simply ensuring that your wishes regarding the distribution of wealth are carried out when you have passed on. Our clients benefit from comprehensive services that cover every aspect of estate planning which include:
- Financial planning
- Succession planning
- Life insurance
- Shareholders’ agreement, if any
- Powers of attorney in the event of incapacity
- Planned charitable giving
- Will planning
At EPG, we bring our best people together to manage your financial affairs so that you can focus on your career and family. Set up a consultation to learn how our services can help you maintain your lifestyle after retirement. We will assist you with managing your complex compensation package and investment portfolio to reduce risk and ensure seamless transfer of your wealth to your heirs.
Personalized Advice on Estate Planning in Mississippi
From structuring efficient wealth transfer in company stock to incorporating your existing program into our latest strategies, utilizing life insurance to fund taxes, and ensuring a meaningful legacy through charitable gifts — we offer a full range of solutions to meet your needs. We take the time to understand your goals and dreams about retirement, money and family to provide you with personalized advice. Our team combines their expertise in underwriting, accounting, financial planning and insurance to help grow and protect your wealth.
Count on us to advise you on how to execute a smart succession plan that will achieve your financial goals while minimizing your tax liabilities.
