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InKnowVision February 2012 HNW Case Study Webinar - Advanced Estate Planning

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Ben and Amanda Morgan are 63 and 60 respectively. Amanda spends the majority of her time involved with the family’s charitable interests and family foundation. Ben is still actively involved in the day to day operations of their corporation but looking for a way to exit the business and transition it over to his management team. They currently spend in excess of $800,000/yr. in living expenses and charitable giving which is covered through his salary with ABC Corp and some small owner distributions of profit to cover the difference.

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Publié dans : Économie & finance
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