FREE Information Kit!

To save you time and not clutter up your mailbox, we’ll tell you which FREE product(s) you should select below based on the value of your estate. If you don’t know the value of your estate, visit our estate tax calculator and find out before selecting your product(s). You might be surprised (shocked!) at how much Uncle Sam is planning to confiscate from your estate when you die. A Free Kit will be sent to all requests from my immediate area. All contact information is required to receive your free kit.

These are products you can choose from for your free kit:

  • Understanding Living TrustsĀ®
    Avoid Probate, Save Taxes, and More
    Just about everyone needs this brochure, regardless of the size of your estate.
  • Understanding Estate Taxes
    Strategies to Reduce/Eliminate your Estate Taxes
    For estates valued at more than $1,000,000.
  • Who Should Be Beneficiary of Your IRA
    How to Turn a Modest Inheritance Into Millions for Your Family
    For estates which include IRAs.
  • Understanding Corporate Trustees
    Reasons To Have A Professional Help You Build/Protect Your Wealth
    For estates with $100,000+ in liquid assets (cash, stock, bond, IRAs & retirement plans).
  • Understanding Life Insurance Trusts
    How To Reduce Or Eliminate Your Estate Tax Cost
    For estates valued at more than $1,000,000.
  • Understanding Charitable Remainder Trusts
    How to Secure a Lifetime Income, Save Taxes & Benefit a Charity
    For estates valued at $1,000,000+ and include a highly appreciated asset you’d like to sell.
  • Understanding The Duties & Responsibilities of a Successor Trustee
    What You Will Need To Do At The Grantor’s Incapacity And/or Death
  • Understanding Funding Your Living Trust
    Why and How to Transfer Your Assets To Your Revocable Living Trust
  • Financial Organizer
    Everyone needs this! Great to get yourself organized.

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    San Diego, CA 92121

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