FREE Information Kit!

To save you time and not clutter up your mailbox, we'll tell you which FREE product(s) you should select below 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. A Free Kit will be sent to all requests from my immediate area. All contact information is required to receive 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.