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Multi-Generational Legacy Planning

Speaker: Ross M. Sims, III, J.D. | Date: April 16th, 2019 | Time: 6pm

Description: Ross M. Sims, III, J.D., is a Corporate Vice President with the Advanced Planning Group based in Dallas and will be providing an informational workshop created specifically to explore an estate planning opportunity designed to provide for your children, your grandchildren and your own retirement.

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Addressing Six Key Areas of Capital Accumulation and Protection

Child Gifting

2018: Advisor Symposium

Integrated Approach to Retirement Planning

How Guaranteed Income fits
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Case Studies

Greener Acres

Mr. & Mrs. J approached us concerning their income producing properties and other assets and how they would address equal distribution to their three children now and in the future. Their biggest concerned stemmed from the ability to maintain cohesive family management even though only one child is involved in the day-to-day operations. Find out how we helped.

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Finding Success

Mr. & Mrs. K are a young successful couple who found themselves facing a large income tax obligation year after year. Their success had prevented them from utilizing the typical options available. Find out how we helped them add a crucial tax favorable asset class to their portfolio.

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Spendthrift Concerns

Mr. & Mrs. V were in the process of selling their successful family business. They quickly realized that the large inflow of wealth could be disruptive within their family structure. Learn how we guided them through the process that gave them complete control of protecting and distributing their wealth.

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Oil Services

A local business was struck with tragedy that forced the two owners to address crucial elements missing from their business plan. Discover how we helped bring value to the business, its owners and its employees while preventing any other unfortunate events from disrupting the business.

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