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Dramatic changes and opportunities in tax and asset protection planning.
Gilfix & La Poll Associates Newsletter. We work very hard to “stay current” with legal changes that affect you. We continue to author articles, provide community seminars, and serve as faculty at national tax & planning conferences.
We are all worried about protecting our kids and grandkids. This newsletter contains three steps you can take to achieve this goal.
In our last Newsletter, we discussed the Family Protection Trust (FPT). Two recent, real life examples illustrate how appropriate this trust can be.
In the best of circumstances, death is traumatic for family members. Questions about the estate usually come to mind. These questions should be answered so they do not lead to worry and distress. We offer the following abbreviated checklist:
But what is it really about? The real objective is to protect you and your family. It is to this end that we are so strongly devoted.
How many of us have estates that can withstand the cost or long term care without the loss of a lifetime’s savings?
Should you implement planning steps now to avoid estate taxes or should you adopt a “wait and see” attitude? If you have a larger estate, we strongly believe that you should implement tax planning steps now.
In the Face of Tragedy, What Do We Do? Have You Protected Your Assets, Your Family?