Tax Risk

Estate Tax Risk

Answer these 5 questions and find out the degree of risk to your estate goals:

1. Do you currently have an “architectural” blueprint of your financial structure and goals?	____ yes ____ no
2. As C.E.O. of your assets and plans, do you have a C.F.O.?	____ yes ____ no
3. Do you have an organized, planned structure for managing your personal finance department?	____ yes ____ no
4. Are your assets correlated with your goals on a clearly defined timeline?	____ yes ____ no
5. Can you identify in your planning the 7 primary risks that challenge successful family heads and closely held business owners?	____ yes ____ no

If you answered NO to any of these questions,
please contact us by clicking here.

Income Tax Risk
Answer these 5 questions and find out the degree of risk to your estate goals:

1. Do you have a distribution plan for your IRAs, 401K, or 403B assets that overcomes double taxation?

____ yes    ____ no

2. Do you know 4 tax strategies to cover your qualified assets and double or triple their economic value?

____ yes    ____ no

3. Have you identified the 6 most effective estate distribution vehicles to minimize or eliminate estate tax and increase what your heirs receive?

____ yes    ____ no

4. Have you developed and applied planning strategies to an annuity or annuity portfolio to overcome double taxation?

____ yes    ____ no

5. Do you have an estate financial architect to coordinate and customize tax strategies?

____ yes    ____ no

If you answered NO to any of these questions,
please contact us by clicking here.

1. Do you have a distribution plan for your IRAs, 401K, or 403B assets that overcomes double taxation?	____ yes ____ no
2. Do you know 4 tax strategies to cover your qualified assets and double or triple their economic value?	____ yes ____ no
3. Have you identified the 6 most effective estate distribution vehicles to minimize or eliminate estate tax and increase what your heirs receive?	____ yes ____ no
4. Have you developed and applied planning strategies to an annuity or annuity portfolio to overcome double taxation?	____ yes ____ no
5. Do you have an estate financial architect to coordinate and customize tax strategies?	____ yes ____ no