legal solutions
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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.

Abraham Lincoln

Estate Tax masterclass is ready to access

Note

For 2023, Masterclasses will have two components: a LIVE broadcast with LIVE Q and A at the end. The day after the LIVE event, the Masterclass materials, handouts, enhanced content, and links will be available. To attend, click the button below and subscribe. You will receive the link to the series Masterclasses as the week before with a follow-up reminder the day before.

Free Masterclass that will teach you how to protect your retirement wealth for you and your family for generations.

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The 2023 Asset Protection Masterclass

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Key Points

Charitable Trust, Credit Shelter Trust, Estate Tax

Did you know some states have a separate estate tax? If not, then you surely didn’t know that Washington’s tax rate is the highest in the US. This Masterclass shows you what to do about it.

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Three Ways to Lawfully and Ethically Avoid or Reduce Your State’s Death Tax Bill

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legal solutionsseries

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

From bewilderment to a plan

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.

Estate Tax masterclass is ready to access

Note

This is the heading

This is the heading

The 2023 Asset Protection Masterclass

Key Points

This is the heading

This is the heading

Three Ways to Lawfully and Ethically Avoid or Reduce Your State’s Death Tax Bill

Key Points

legal solutions
series