This is the estate planning story of a real-life column reader from the Midwest ...

Is it possible to pass all of my wealth to my family, instead of losing any of it to the IRS...

After my thorough review of the information package, Joe and I had a short phone meeting to answer my questions ...

The entire portfolio can be transferred to a family limited partnership (FLIP) ...

Your estate plan must start now with a life-time plan ...

The strategy that makes the transfer tax-free is called an intentionally defective trust (IDT) ...

Your succession plan cannot be done right unless it is part of a comprehensive estate plan ...

Let’s review some tax-saving and tax-free-wealth-creating strategies that most advisors miss ...

There is a huge loophole in the tax law concerning the value of certain assets These assets retain their real fair market (intrinsic) value, but enjoy a lower discounted value for tax purposes Sadly, few professionals know how to get the job done

This article is a roadmap of what to do (and not to do) with your IRA ...