JRW Advantage: Transferring Wealth
how to transfer your wealth is an important part of the wealth management
process. When not carefully considered, the majority of your wealth
may end up going to the government rather than your heirs.
an estate plan can help minimize the overall tax obligation associated
with your estate and ensure your assets are transferred according
to your desires. John R. Waters & Company assists clients in creating
an estate plan that will give them control over how their wealth is
give clients the control they need to assure their lifetime of wealth
goes to their intended heirs.