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Protect yourself against the greatest threats to your estate: taxes, and the lack of asset, divorce, creditor and spendthrift protection.
• Win at estate tax roulette: pay zero estate tax regardless of the size of your estate.
• Income and Inheritance Management: why you and your family can't afford to be without it.
• Create a second estate, estate tax-favored and asset protected.
• Have Uncle Sam pay for over 50% of the cost of your grandchildren's education with a 529 Plan.
• With 50% of marriages in America ending in divorce, protect your children and grandchildren with the Wealth Trust
• Win at estate tax roulette: pay zero estate tax regardless of the size of your estate.
• Income and Inheritance Management: why you and your family can't afford to be without it.
• Create a second estate, estate tax-favored and asset protected.
• Have Uncle Sam pay for over 50% of the cost of your grandchildren's education with a 529 Plan.
• With 50% of marriages in America ending in divorce, protect your children and grandchildren with the Wealth Trust
The following resources provide more in depth information about estate planning. You may be required to become a member of our site to access these articles..
Personal Access Version of The Wealth Trust
The Personal Access version of The Wealth Trust® combines the benefits of The Wealth Trust®, a flexible dynasty trust that avoids estate taxes for up to three generations and is designed to protect assets from creditors, judgments, malpractice and divorce, with the heightened control and simplified access to these assets by you.
Access article
The Personal Access version of The Wealth Trust® combines the benefits of The Wealth Trust®, a flexible dynasty trust that avoids estate taxes for up to three generations and is designed to protect assets from creditors, judgments, malpractice and divorce, with the heightened control and simplified access to these assets by you.
Access article
A - B Trusts
The A-B Trust is designed to provide a surviving spouse with access to the family's accumulated wealth while simultaneously minimizing the combined federal estate tax bills due at the deaths of both spouses.
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The A-B Trust is designed to provide a surviving spouse with access to the family's accumulated wealth while simultaneously minimizing the combined federal estate tax bills due at the deaths of both spouses.
Access article
Living Trusts
Avoid the Expense and Delay of Probate Through the Creation of an Inter Vivos Trust
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Avoid the Expense and Delay of Probate Through the Creation of an Inter Vivos Trust
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Estate Planning with Large IRAs
On April 16, 2002 the IRS released a revised set of proposed regulations relating to the rules for calculating required minimum distributions (RMD) from qualified retirement plans. The new rules affect virtually every corporate retirement plan as well as IRA accounts. These rules not only simplify the calculations for required minimum distributions, but they also have a direct impact on estate planning for qualified retirement benefits. Learn about how the new rules dramatically changed the process of taking money from retirement plans in this important article.
Access article
On April 16, 2002 the IRS released a revised set of proposed regulations relating to the rules for calculating required minimum distributions (RMD) from qualified retirement plans. The new rules affect virtually every corporate retirement plan as well as IRA accounts. These rules not only simplify the calculations for required minimum distributions, but they also have a direct impact on estate planning for qualified retirement benefits. Learn about how the new rules dramatically changed the process of taking money from retirement plans in this important article.
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Qualified Personal Residence Trust
This special report will show you how a Qualified Personal Residence Trust (QPRT) can allow you to transfer either your principal residence or vacation home (or both) to your children with little tax liability, even as you continue to reside there.
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This special report will show you how a Qualified Personal Residence Trust (QPRT) can allow you to transfer either your principal residence or vacation home (or both) to your children with little tax liability, even as you continue to reside there.
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