Estate Planning

Terrence and Daphne Age 70 – Plan Legacy

The IRA and 401k started over 30 years ago.  Today those who started to invest in those are dying leaving their families with massive income tax bills.  The value of these IRA accounts becomes fully taxable to heirs. Although there …

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Am I Too Old For A Financial Bunker?

Great News! You Are NOT To Old … Build Your Bunker.  (But hurry) Some people think they are too old to build a Financial Bunker. Not true. We know of 85 year old’s who have built their Financial Bunker. Now …

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The Power Of Multi-Generational Financial Bunkers

As more and more families discover the possibilities of Financial Bunkers, they are thinking generationally. Financial Bunkers are being created based on the lives of children and grandchildren. Most American family wealth doesn’t make it past the second generation. The …

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The Income Tax-Free Estate

Do have an IRA, 401k or other tax-deferred plan? Do you have annuities that will become taxable to your children at death? (Living trusts don’t protect your family from these taxes.) Ninety percent of the savings of Americans sits inside …

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