legal solutions

Stop the stress about wealth erosion. The Law has a solution and it is not that hard

From bewilderment to a plan

Did you know that twelve states have their own estate tax? Ten do not automatically let both spouses claim two exemptions, which federal law and two states do. In a fully taxable estate in the worst state, Washington, a couple would pay about $150,000 MORE in tax than they would if they loved each other the same but were not married. Ouch!

Don't worry. There is an easy solution. A Credit Shelter Trust doubles the exemption for couples regardless of your state's attempt to sidestep fairness.

See? Easy right. You just learned a legal solution.

I am not bound to win, but I am bound to be true. I am not bound to succeed, but I am bound to live up to what light I have.

Estate Tax masterclass is ready to access


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