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Wealth Strategies

The proprietary wealth investment strategies employed by the financial experts at Bennett, Bennett & Trice, PLLC, have withstood the test of time and continue to evolve to meet the needs of tomorrow. We cater specifically to clients with a high net worth or those who are sole proprietors. Essentially, we work for people who understand the importance of investments that grow their value.

The most important component of your legacy is your family, which is why our investment strategies are tailored to preserve and grow your wealth into the foreseeable future. We prioritize tax management to minimize the State’s take and are experts at the ins-and-outs business transfers – which are not limited to familial successions. The following is a short run-down of what the wealth specialists at Bennet, Bennett & Trice can offer you:

  • Services related to family succession
  • Wealth preservation for future generations
  • Estate Taxes
  • Income Taxes
  • Legal Compliance Issues concerning trusts and estates

The Range of Tax Responsibilities

One of the chief concerns of estate planning, wealth management, and business transfers are, of course, the myriad of tax liabilities that are involved. Compliance is essential, and the only way to successfully navigate the tax minefield is by staying current on applicable liabilities. At Bennett, Bennett & Trice, you can be confident in our wealth specialists’ expansive tax knowledge, which includes everything from IRS practices & procedures to corporate operations and transactions.

Interested in these services?
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