How to Leverage Your Wealth

Special Estate Preservation Vehicles to Leverage Your Wealth

Whether you're a business owner, investor, professional or entrepreneur, W.E. Griffith & Associates, LLC can assist you in understanding how to properly structure your business and personal assets to safely grow, protect, and leverage your wealth. In working with us you will learn how to drastically reduce or eliminate liability exposure, income taxes and estate taxes on your hard-earned wealth.

In partnership with a local attorney, we develop strategies that utilize Corporations and Limited Liability Companies for maximum growth of business and personal wealth.

Corporation and Other Legal Entities

Please note that the attorney's fees are included but billed separately.

Charitable Giving Strategies

When developing your estate plan, you can do well by leaving money to charity. Not only will it give you a sense of personal satisfaction, it can also save you money.

Although The Economic Growth and Tax Relief Reconciliation Act of 2001 (the 2001 Tax Act) gradually eliminates federal estate tax by increasing the amount that is exempt from these taxes over several years (from $2.0 million in 2007 to $3.5 million in 2009); and reducing the top tax rate over several years (from 50 percent in 2002 to 45 percent in 2007 through 2009); and finally repealing estate tax altogether for persons who die after 2009, under a provision in the law, pre-2001 Tax Act, the original rules will return after 2010.

These services will help you determine whether you are subject to federal estate tax and the effect of charitable giving on your estate. Tax law changes only increase the need for careful planning and charitable giving may play an important role in your estate plan. This fee is based upon the expected time and complexity of the services required.


If you have any issues or areas of concern regarding your business and personal assets, please feel free to give us a call.

Our office is located near Pittsburgh, Pennsylvania on Washington Road (Rt. 19) in South Strabane Township. We would look forward to meeting you!

W.E. Griffith & Associates, LLC

1150 Washington Road, Suite 200

Washington, PA 15301

Phone 724-228-3440 Fax 724-228-3442

Return from Wealth to Our Services


free hit counters

Learn More. . .

We invite you to learn more about our personal wealth management services.

Bookmark and Share

Our Philosophy is to provide you with the highest level of service and technical expertise in the management and preservation of wealth.

Subscribe to Our Newsletter
Email

Name

Then

Don't worry -- your e-mail address is totally secure.
We promise to use it only to send you Key Financial Strategies.

Resources. . .

Request Information

Web Resources

Articles in the Press

Publications

Careers

We invite you to explore our website to learn more about the keys to financial planning and about what differentiates us from other advisory firms and how you and your family can benefit from our specialized knowledge and expertise.

[?] Subscribe To This Site

XML RSS
Add to Google
Add to My Yahoo!
Add to My MSN
Subscribe with Bloglines

We put your interests first.  What this means is that, when you call on us, we will act with integrity and honesty. And we will only make a recommendation that we would have for ourselves. quoted text