Discover, Design, Implement
We will ask you to provide information about your upcoming transaction such as sale value, adjusted cost basis, exact legal title of property, other owner/sellers. It may also be relevant to discuss estate planning matters, trustees, business succession, etc.
Tell us about your goals. How will you use the sales proceeds? Invest in more property? Invest in income producing securities for retirement? Make gifts to family? Buy equipment? Buy a motor home?
Purpose: Mutually determine if our services and solutions can add value in consideration of your circumstances and goals.
Based on what we learn about your goals and circumstances, we will select two or three strategies we think would provide benefits most consistent with the outcomes you seek. We will prepare a custom written analytical and educational Feasibility Study to describe these strategies and estimate the financial benefits they could produce for you based on your personal circumstances. The report will describe the mechanics, costs, pros and cons of each strategy. We will meet with you) virtually to present our analysis and answer your questions. We encourage you to invite your other advisors to participate in this meeting.
Purpose: Provide information that will give you confidence to make an informed choice for you and your loved ones and to assist your advisors to give you sound advice.
Cost: Depends on complexity of the situation and number of strategies but typical fees are in the $2,000 to $3,500 range.
You may use the information we provide in the Feasibility Study and implement one or more strategies with anyone you choose. If you and your advisors feel that we can be of service in the implementation process, you may elect to engage us to help.
Purpose: Help you to obtain legal documents, transfer property and attend to important details of proper execution.
Cost: Based on the actual work we do. Legal fees* are charged hourly. The total may be in the $5,000 to $20,000 range depending on the circumstances. This is typically a small fraction of the tax savings.
Feel free to contact us if you would like to have a conversation about your circumstances and discuss how we may be able help to improve the financial results of an upcoming transaction.
*Legal fees are charged by Adinamis & Saunders subject to a written legal engagement.