Van K. thought the IRS would get more of his estate than his family. Ashton Group eliminated the problem... and his worries.

Every morning Van is up with the sun, walking a brisk three miles along the beach near his home. Every day he is on the phone with his sons, Van III and Mark, discussing the progress of their new ventures in online dental and health insurance.

At age 80, the founder of two national corporations is, in many ways, nowhere near retirement. But recently Van realized that, despite careful planning, he needed a better means of preserving his assets and successfully transferring them to his children.

Ashton Group coordinated a proprietary, sophisticated strategy that is being implemented over a 3 to 5 year period. As a result, Van has successfully preserved 100 percent of his multi-million dollar retirement fund for his children and grandchildren. When these funds are distributed, they will have earned even more money for
his family.

To protect client confidentiality in the above case study, full names are not disclosed.