Broker Check

How do I pass on wealth? Is Uncle Sam getting it all?

Most people who inherit IRA’s or 401k’s will pay 40%-60% of that inherited money in taxes. There are wealth transfer strategies that greatly reduce these taxes. The very wealthy know about them and use them. You don’t have to be a millionaire to reduce these taxes. You just have to know how. If you want Jeff to show you how just give him a call.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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