Wealth Transfer

Sometimes, you just need to move assets and wealth out of your estate like crazy. Transferring substantial sums of money can be done, and it can be done safely. Don’t let the IRS and an uninformed advisor get in the way. Move your accumulated wealth efficiently and effectively over to your kids or other beneficiaries.

How much of this can you do and stay out of the estate and gift tax? Answer –> A whole lot!!!

Use the GRAT, the QPRT, a Credit Shelter, and a Dynasty Trust.

See me about getting this all set up for you. The more time you afford me, the more flexibility there will be.

See you soon.