Case Studies

 

Spousal Loan

Mrs. and Mr. Jones came to Nicol Sanchez Wealth looking for ways to improve their after-tax result.

Charitable Giving

Mrs. Jones came to Nicol Sanchez Wealth looking for ways to enhance her Charitable Giving Strategy.

Estate Equalization

Mr. and Mrs. Jones came to Nicol Sanchez Wealth looking for ways to provide a fair inheritance to their two adult children.

Corporate Executor

Mrs. and Mr. Jones came to Nicol Sanchez Wealth looking for help with their Estate Plan.

 

Additional case studies coming soon.