Robert C. has spent a lifetime in the auto business. Without Ashton Group's help, 20 years of his work may have been for nothing.

Over the last half-century, Robert has expanded the dealership started by his father into a thriving chain, and his estate has grown to a net worth beyond his most ambitious expectations!

As he neared retirement, Robert faced the most challenging business decision of his life: How to transition control of the dealerships to his children and distribute his estate equally among all five of his children without falling victim to the estate tax and losing tens of millions of dollars.

Robert had been looking for answers to his dilemma for years... to no avail. Then his attorney suggested Ashton Group. Our tax and financial solutions experts examined several available alternatives which might significantly reduce the estate tax, and created a blueprint plan to transition Robert's assets, while preserving
their value.

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