$22 Million, Two Sons, and a Forward-Looking Estate Plan

When I met with a couple who both work at Apple, I noticed their growing net worth was nearing the federal estate tax threshold — something many families in their position do not even think about.

We created a proactive gifting plan using appreciated stock, turning continued success into a thoughtful family legacy.

It is a clear example of how insight and timing can turn complex wealth into long-term opportunity.