If you have $3 million or more in net worth, you’re likely:
Looking to help reduce your tax exposure — including income taxes, capital gains taxes, net investment income tax or estate taxes.
Actively or passively thinking about the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings.
Wanting to integrate your various financial, legacy and tax-efficient strategies.
Looking for help identifying and simplifying your financial decisions from among varying options and approaches.
Ready to coordinate with professionals who value relationships, helping make your financial goals a reality.
If any of these concerns sound familiar,
Let’s talk.
Great conversations start with great questions — we’ll explore your concerns, goals and dreams so we can help you discover your road to financial confidence.
A Family Approach
At JEHM, we believe in treating clients the way we would want to be treated — like family — and families work together to help and support one another.
Our team, along with other subject matter professionals, work together to help coordinate your financial, tax and legal considerations. We can also collaborate, with your permission, with any professionals you may already be working with, such as your CPA, estate planning attorney, realtor or others.
We can help in the following areas:
Sales of highly appreciated assets (businesses, real estate, stocks, etc.)
Business succession planning
Advanced legacy strategies
Planned and charitable giving strategies
You've worked hard for your wealth — let’s help ensure it works just as hard for you.
Understanding Your Estate Tax Options
In this 8-page guide, we introduce three methods for helping to manage the amount of your estate that is subject to estate taxes. These strategies can potentially achieve tax savings on the future appreciation of your estate assets.
You’ll learn more about:
The two categories of gifts to consider
Strategies for potential loan transactions
The tax implications of various sale scenarios
Take the First Step Today
You’ve worked a lifetime to build your net worth. Now, it’s time to enjoy retirement on your terms. Schedule a Discovery Visit today to learn how we can help you enjoy a Confident Retirement Life.