Estate Planning...

is the process by which a person or married couple plans how
their estate is to be distributed after they have left this world.


Why is this necessary? After you've worked all your life to accumulate your assets,
paid state, local & federal income taxes, property taxes, capital gains taxes
(etc., etc., ad nauseum) the government says "That's not enough". You then
have to pay more taxes to pass your estate on to your heirs. If you're single
and your estate is more than $600,000 then your heirs will pay between
17% and 55% tax on these inherited assets.

(It's enough to make you see red!) If you're married these taxes start with
an estate valued at $1.2 million and above. The Government considers all
assets that are personally or jointly owned with a spouse and the tax is
due and payable in cash within nine months after death.

How can we help you with Estate Planning? We work with experts to
devise the optimal strategy for each individual estate. Plus, we utilize a
method that can pay future estate taxes for just pennies on the dollar.
If you think you might have an estate tax problem call me for a no
obligation discussion (and no cost) about your situation.

ESTATE PLANNING FACTS -

Examples of Poor Estate Planning...

• The Joe Robbie Family was forced to sell the Miami Dolphins and
  Joe Robbie Stadium at a deep discount in order to pay Estate Taxes.
  The buyer was H. Wayne Huizenga the founder of Blockbuster Video.
  He paid $137 Million in a Fire Sale.

• Lady Diana's family, The Spencer's, had toe sell 5 of their Barony's and
  other assorted items to pay estate taxes after the death of Diana's father,
  the Earl of Spencer.

• Jacqueline Kennedy Onassis' family was forced to hold an auction
  and sell family heirlooms to pay Federal and New York estate taxes.