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:
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Understanding Living Trusts®
Avoid Probate, Save Taxes, and More
Just about everyone needs this brochure, regardless of the size of your estate.
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Understanding Estate Taxes
Strategies to Reduce/Eliminate your Estate Taxes
For estates valued at more than $1,000,000.
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Who Should Be Beneficiary of Your IRA
How to Turn a Modest Inheritance Into Millions for Your Family
For estates which include IRAs.
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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).
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Understanding Life Insurance Trusts
How To Reduce Or Eliminate Your Estate Tax Cost
For estates valued at more than $1,000,000.
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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.
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Understanding The Duties & Responsibilities of a Successor Trustee
What You Will Need To Do At The Grantor's Incapacity And/or Death
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Understanding Funding Your Living Trust
Why and How to Transfer Your Assets To Your Revocable Living Trust
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Financial Organizer
Everyone needs this! Great to get yourself organized.
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Make It Yours
Money Merge Account
Become Mortgage Free
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Understanding Mutual Funds
The Whole Story Made Simple
Simple brochure answers basic questions
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What to Do If You Have An Auto Accident
50 Questions and Answers with Forms
Keep in vehicle for easy use
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Taking Care of Tomorrow
Consumers Guide to Long Term Care
Prepared by California Department of Aging
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The California Partnership for Long Term Care
California Plan Basics
Asset Protection from Medi-Cal