How others remember you

• Can your beneficiaries afford the tax liabilities of your estate?
• Can you leave meaningful philanthropic gifts without disinheriting beneficiaries?

Once you have built wealth, the overall strategy is to keep as much of it for you, your family, and the causes and organizations that you cherish. Uncle Sam has a first mortgage on everything you own.

Did you build it up for the government to take it back? If it was worth a lifetime to accumulate, isn't it worth some strategic planning to keep it? Depending on our client's situation, Aurora Capital's programs focus on wealth retention and wealth management. Our programs use proven strategies and structures to provide a legacy for your family and your charitable causes.

It takes a smart person to make money; sometimes it takes a genius to keep it. Either you create cash value to absorb tax impact, or the tax impact absorbs a large portion of your estate.