Guide to Estate
At an estate size of $1 million or more, many other issues besides
estate taxes must be taken into consideration. For instance, at
that estate size, no estate plan would be complete without including
creditor and malpractice protection. In our litigious world, you
can be sued for the smallest thing, and the assets you worked for
all your life could disappear.
Divorce is also
a serious issue in the course of designing an effective estate plan.
Roughly 55% of marriages end in divorce. In many affluent families,
divorcing spouses of children end up with half of the assets that
were intended for the child. That scenario could be prevented with
effective wealth transfer planning.
can you do to protect your assets, and ensure those assets will
be there for your loved ones? Take action now. Every person
is unique, with different goals and different circumstances. Some
wish to give everything to children, others to their favorite charity.
Many of our clients wish to do a little of both.
what your goals are, planning is a must. SaveWealth.com has
built a national reputation on developing a variety of strategies
to help you preserve your wealth. Some of our advanced proprietary
These are the
estate planning techniques that the Kennedys, Rockefellers,
Gettys, and other prominent families have used over the years
to protect their own family fortunes. SaveWealth has taken these
same strategies and modernized them for your family.
yourself how these Wealth Transfer Strategies work, order Special
Reports for yourself, and begin your way down the road of education.
FREE Special Reports!
has built a library of Special Reports to help its clients
further understand the confusing estate planning arena. Many
of the topics in the Estate Planning Section have a Special
Report explaining that subject in greater detail.
order any Special Report or to request more information on
a particular topic, simply contact
us. Your request is confidential, and the information
will be electronically sent.