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.
Who Should Be Benficiary of Your IRA How to turn a modest inheritance into millions for your family. For estates which include IRAs.
Understanding Charitable Remainder Trusts How to secure a lifetime income, save taxes and benefit a charity. For estates valued at $1,000,000+ and include a highly appreciated asset you'd like to sell.
Financial Organizer Everyone needs this! Great to get yourself organized.
Medicaid Don't lose a lifetime savings because of a nursing home stay! For everyone concerned about the high costs of long-term care.
Living Trusts Avoid probate, control your assets, save taxes. Just about everyone needs this brochure, regardless of the size of your estate. Select this one.
Estate Planning and Probate Basic overview of planning options and tools. Not sure where to begin? This one is for you.
Guardianship and Conservatorship What happens if you cannot manage your own affairs? For those concerned about incapacity.
This information is designed to provide a general overview with regard to the subject matter covered and is not intended to provide legal, accounting, or specific advice to your situation. No legal representation or attorney/client relationship is created solely by use of this site.