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19. Planning Process: Consider 50+ Goals
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Minimize Taxes
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Accumulate Wealth
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Protect Assets from Creditors
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Manage Risk
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Maintain Control
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Manage Cash Flows
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Increase Charitable Giving Potential
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Coordinate Estate Distribution
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Manage Family Business Succession
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Maintain Control over Personal Affairs
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Maximize Control over Social Capital
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Increase Social Capital Leverage
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Allocate Assets more Efficiently
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Etcetera |
We carefully identify the client's life purpose and then help the client reflect this purpose through a summary of goals. Clients typically want to achieve 6 to 10 of the 50+ goals on our list.
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