To save you time choosing which FREE information best fits your needs, you should select 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 information. You might be surprised (shocked!) at how much Uncle Sam will confiscate from your estate when you die. Your Name, Address and Phone Number Is Required to Receive Your FREE Information. Someone may contact you to assure we get you the correct information.
These are products you can choose from for your free 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
Everyone needs this! Great to get yourself organized.
-
Employment Opportunites
Enjoy the rewards of helping people Accumulate , Preserve and Distribute
It's our goal to put people in a better positon than they were when we found them.
-
Free In-Home or Office Consultation
Enjoy the FREE consultation.
It's our goal to help you with your specific situation.