The Legacy Asset Shield represents a strategic combination of tax mitigation techniques. These techniques encompass various approaches such as charitable giving, tax loss harvesting, estate planning strategies, and trust structures. Each element is carefully integrated to help preserve and maximize wealth for our clients. It's important to understand that the Legacy Asset Shield does not serve as a safeguard against market losses. Additionally, it is not associated with insurance products. While we believe in the effectiveness of these strategies in managing tax exposure and safeguarding wealth, individual outcomes may vary based on unique financial circumstances and objectives.
Did you know…
The combined capital gains tax rates in California is up to 38% for the highest tax bracket?
This means that you would need a 62.1% return to get back to your original amount.
A team you can trust
Who we work with
- BUSINESS OWNERS who desire to exit their business with a tax efficient strategy.
- REAL ESTATE INVESTORS looking for a strategy beyond the 1031 exchange.
- CONCENTRATED STOCK OWNER who are looking to diversify their holdings.
- CHARITABLY INCLINED FAMILIES looking to mitigate taxes while benefiting their favorite charities.
Find out how Legacy Asset Shield can help you with a complimentary consultation:
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification does not ensure aprofit or protect against a loss.
Real estate investments can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Your goals become ours
