by Andrew D. Westhem

You've worked your entire life accumulating your assets. Don't lose or give away overnight what it took you thirty to forty years to build!

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by Andrew D. Westhem

If you have assets you plan to leave to your loved ones you may be in for a shock! To the IRS, anyone with an estate over $2,000,000 is considered wealthy - and those assets can be taxed up to 80%!

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by Cory C. Grant

Why everyone - rich or poor and in-between, needs an estate plan...

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by Cory C. Grant and Andrew D. Westhem

Many tax code loopholes are intended to benefit wealthy families who want to minimize gift and estate taxes in addition to reducing income taxes. Until now, many of those techniques were a closely held secret.

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by Cory C. Grant and Andrew D. Westhem

Congress was considering a change inn the tax laws to help you max out your IRA, but in January of 2001, the Treasury Department stepped in and stole their thunder...

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by Cory C. Grant and Andrew D. Westhem

Estate planning with retirement accounts has always been a tricky proposition. The rules regarding required minimum distributions and estate planning oppurtunities were confusing at best...

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by Andrew D. Westhem & Cory C. Grant

For generations, some of America's wealthiest families have used the Dynasty Trust as a strategy to keep their wealth in tact... 

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