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Please view our Introductory movie to the quarterback approach.
Click here to see the Introduction! Requires the Macromedia Flash Plug-in to view (standard with latest browsers).
Today, many factors stand in the way of establishing legacies for our families, heirs, and valued charities. Tax and legal complexities present enormous challenges in achieving this dream. Yet, at the same time, there are great opportunities. The process simply requires more creativity in planning and careful responsibility in execution.
The quarterback is the person who coordinates every dimension of the process with up-to-date information and technology — managing the development of an estate plan while maintaining the goals of the individual client.
Changes in tax law, accounting practices, and available strategies occur almost daily. The quarterback analyzes objectives, develops a format, and executes a plan by coordinating the professional team — which may include the client's attorneys, CPAs, and other advisors.
American Wealth Transfer Group, LLLP uses innovative approaches to protect estates from exorbitant taxation and professional fees. These unfair outside influences should not be allowed to diminish the value of anyone's estate. As the quarterback, AWTG assures that our clients have an effective plan for distributing assets as they choose, without vulnerability to political climates or the legal system.
Our clients expect this commitment to excellence. We believe it is the foundation of the game plan for success. Please review "Working with Us" if you require this commitment.
Estate Planning Publications and Resources by Bill Wolfkiel
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