Learn how to kill the estate tax monster

Learn how to kill the estate tax monster

After my thorough review of the information package, Joe and I had a short phone meeting to answer my questions I prepared a “Discussion Agenda” that detailed every strategy that might apply to Joe’s situation The lawyer wrote a “concept” letter to Joe that explained every strategy to be used in the new plans The insurance strategies Joe ultimately used were determined by me and the network lawyer

Really, I do not know how many times I have asked the question, “Would you like to learn how to kill the estate tax monster?” when giving one of my many tax-saving seminars or over the phone when a reader of this column calls me. The response from the audience or the caller is almost always the same, an enthusiastic “Yes,” followed by something like, “Irv, how do you do that?”

The answer is with the System designed to keep all of your wealth in yo

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TAGS: Taxes
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