Estate Planning as a Career

Do you have a jumbo IRA or pension plan? In the next 2 minutes you will learn how to increase your spendable income while you live and keep it from being taxed as much as 75% after you die!

Just think, you can reduce the estate tax by using an LAP to remove this large asset from the value of your estate, provide the funds to pay any taxes due and at the same time ensure your beneficiaries receive their inheritance.

Liquid asset protection plans (LA (more…)

When he died unexpectedly of a heart attack, an orthodontist’s wife became trustee of the stock in his professional corporation. Because she was successor trustee of the professional corporation trust that owned the practice she was able to sell the ongoing practice at full monetary value within two weeks after her husband’s death.

If the orthodontist’s practice had gone into probate, the practice could have quickly lost half its value-or more-for one simple reason: If th (more…)