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ADVANCED PLANNING BOOK


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ADVANCED PLANNING BOOK

 

The Closing Wealth Transfer Window

POST-ELECTION STEPS TO TAKE IMMEDIATELY TO PROTECT YOUR FAMILY LEGACY

By: Randy Gardner, J.D., LL.M., MBA, CPA, CFP® and Leslie Daff, J.D., MBA

 

With the reelection of President Obama and a divided Congress, you may be facing major changes in the amount of wealth you can transfer to your family without tax.  You should engage in proactive planning and consider creating irrevocable trusts and take advantage of discounting techniques for real estate and business interests before Congress repeals these techniques. Get straightforward, plain-English explanations about what you should do to minimize the taxes your family will pay for generations to come. This book shows you how and why you should use irrevocable trusts, such as Spousal Lifetime Access Trusts (SLATs), Family Bank Trusts, Irrevocable Life Insurance Trusts (ILITs), Qualified Personal Residence Trusts (QPRTs), plus others, in conjunction with a basic estate plan.

Format:  eBook (Kindle, iBook, ePub, Mobi, PDF)

Available at http://www.estateplanning.com/store/

Retail Price: $9.99

 

 


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