To save you time, you can decide which FREE product(s) you want to review based on the value of your estate. If you don't know the value of your estate, visit our estate tax calculator and find out before selecting your product(s). You might be surprised (shocked!) at how much Uncle Sam is planning to confiscate from your estate when you die. If you live in California, we will be happy to conduct a free telephonic initial consultation if you would like to request it. All contact information is required to receive your free initial telephonic consultation.
These are products you can choose from for your online information kit:
Understanding Living Trusts®
Avoid Probate, Save Taxes, and More
Just about everyone needs this brochure, regardless of the size of your estate.
Understanding Estate Taxes
Strategies to Reduce/Eliminate your Estate Taxes
For estates valued at more than $1,000,000.
Who Should Be Beneficiary of Your IRA
How to Turn a Modest Inheritance Into Millions for Your Family
For estates which include IRAs.
Understanding Corporate Trustees
Reasons To Have A Professional Help You Build/Protect Your Wealth
For estates with $100,000+ in liquid assets (cash, stock, bond, IRAs & retirement plans).
Understanding Life Insurance Trusts
How To Reduce Or Eliminate Your Estate Tax Cost
For estates valued at more than $1,000,000.
Understanding Charitable Remainder Trusts
How to Secure a Lifetime Income, Save Taxes & Benefit a Charity
For estates valued at $1,000,000+ and include a highly appreciated asset you'd like to sell.
Understanding The Duties & Responsibilities of a Successor Trustee
What You Will Need To Do At The Grantor's Incapacity And/or Death
Understanding Funding Your Living Trust
Why and How to Transfer Your Assets To Your Revocable Living Trust
Financial Organizer
This will be provided prior to your free telephonic conference.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting, or specific advice to your situation.