Safe Money Strategies
A Rock Solid Foundation For Your Success
As you can see by this chart the favorable estate tax rates and exemptions we have enjoyed over the past several years are going away on Jan. 1, 2011
Etsate planning is essential for
any family that wishes to protect their
heirs and preserve their wealth. Improper planning can lead to unecessary erosion
of values, probate delays, and
squabbles between family members !
any family that wishes to protect their
heirs and preserve their wealth. Improper planning can lead to unecessary erosion
of values, probate delays, and
squabbles between family members !
The Zero Tax Plan is a simple estate plan design that allows for the legal disinheritance of the IRS and the complete protection and preservation of the family wealth. It also provides for the inclusion of charitable beneficaries that can further enhance the legacy of the deceased !
