For years I have been writing, "If you use the right tax strategies, work with the right professional, typically a lawyer, CPA and insurance consultant, you will create a comprehensive plan to conquer the estate tax. Unfortunately, the goal of the typical estate planning advisor is to reduce your estate taxes. My goal is eliminate your estate tax!
IRS estate tax conqured by second opinion
Since 1995 we have done a test for the readers of this column We do a complete and comprehensive transfer/estate plan for each reader who responds, and 2013 results are in Most estate plans are really a death plan, which cannot save a dime of estate taxes Key strategies include an IDT, an RPR, and a gifting program Want to participate in the 2014 test?