Estate Planning

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Estate Planning

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Klyosaki

There are three possible beneficiaries of your wealth:

  1. IRS
  2. Your Family
  3. Charity/Private Foundation

Our goal in working with our clients is to assure that the highest % of your assets possible flow to your family and charitable pursuits.

Here are a few of our core beliefs:

  • We fundamentally believe in the preservation of private capital
  • We are hyper-focused on the net results to the ultimate beneficiaries
  • We are driven to maximize Internal Rates of Return on Wealth Transfer assets

Nothing about today’s financial environment is simple and the instruments used to protect, integrate, leverage and transfer wealth are invariably complex.

The Paradigm Group of Companies have the unique ability to educate and illustrate the intelligent solutions involved in the wealth transfer process and model them in an easily understood and simplified manner.