The Preliminary Viewpoint

The LifeStep Process creates value for business owners that meet the following minimum criteria:

$10.0+ million net worth
$1.0+ million taxable income (corporate and personal combined)

We will contact you within 5 business days after this Preliminary Viewpoint form is submitted to provide our estimated value of The LifeStep Process for this situation. All information is kept completely confidential.

Personal Data

1. Age
2. Marital Status
3. Spouse's Age
4. Children
5. Parents Ages
6. Residency / Citizenship
7. Net Worth
8. Annual Personal Taxable Income
9. Estimated Estate Tax Liability in $ Dollars
10. Is there life insurance currently in place?
11. Insurance Needs
12. Interested in Charitable Planning

Corporate Data

13. Business Owner
14. Market Value of Business
15. Business' Annual Taxable Income
16. Family Trust
17. Cash and Short Term Investments
18. Retained Earnings
Please upload a simplified chart showing shareholders (individuals and trusts), and the top tier and second tier corporations.
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