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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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