Secrets of The Rich and Famous - Protecting Your Loved Ones and Your Property

• Overview

Understand your estate planning options, minimize taxes and plan for a liquid financial future.For as hard as you earn it, you must understand how to protect and maintain your income. An effective estate plan can help ensure that your family's financial needs, your individual needs and your future retirement needs are cared for. Most importantly, planning now may help you in the future - whether a critical or family issue. Planning now and preparing will save you hours of anxiety. A well planned strategy will provide you years of peace of mind.

Authors

Raymond F. Chandler, Polaris Law Group Drew Stevens, Ph.D., Stevens Consulting Group

Agenda

Documents Required for Planning

Where, When, Why and How to Begin the Process

Who to Call and How to Trust Someone Else With Your Investments

Compare and Contrast the Different Options Available for Your Investments

Create Paths of Success With Instruments You Did Not Know Exist

Key Tax Basics and Understand the Difference Between Gift Tax and Estate Tax