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JOINT PROPERTY CAN DESTROY YOUR ESTATE. While it seems easy to
retitle accounts as joint with a right of survivorship, it can come
with DEVASTATING TAXES and LAWSUIT LIABILITY. But there are legal
and effective planning solutions to help your family AVOID PROBATE
and UNNECESSARY TAXES. Trust planning can provide PEACE OF MIND...
but only if you plan ahead, use the RIGHT DOCUMENTS and work with
the RIGHT PROFESSIONALS. You'll learn how folk remedies like joint
property can produce a tax and legal nightmare; how proven planning
techniques can avoid the probate process while avoiding unnecessary
taxes; and how a trust can protect your assets from your children's
divorcing spouses and bad spending habits.
TAXES ARE OUT OF CONTROL. But the tax code provides tremendous
LOOPHOLES you can use to grow your assets into a FAMILY A FORTUNE.
Proper trust planning around retirement accounts can provide your
loved ones with MULTI-GENERATIONAL WEALTH... but only if you plan
ahead, use the RIGHT DOCUMENTS and work with the RIGHT
PROFESSIONALS. WHAT YOU'LL LEARN How tax loopholes around inherited
retirement accounts can avoid unnecessary taxes. How proven
financial techniques can grow inherited assets exponentially. How
the right kind of trust can protect this inheritance from
creditors, divorce, and bad spending habits... and much, much more.
Don't Fall Victim to Discriminatory Laws Not when you and your
partner can do something about it. You and your partner can empower
yourselves though the proven legal techniques described in the book
Estate Planning for Domestic Partners: The Legal Secrets You Need
to Know to Protect Your Partner and Your Future. Written by a
prominent partner protection planning attorney, this valuable
information can help you navigate around the restrictive laws that
prevent you and your partner from gaining full marriage and tax
rights by using other legal principles such as contracts, trusts,
and powers of attorney.
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