Warning! Federal Estate Taxes can take nearly half of applicable family wealth, and are likely going much higher as the 21st Century progresses. If your family wealth is a few million to lots more, you are probably very exposed and may have very limited time to avoid big taxes and protect your legacy for your family. Existing law is already scheduled to slash the tax free amount after 2025, and with inflation raging and Federal deficits soaring we expect even bigger estate hikes soon.
Learn to take control of your family fortune with advanced techniques in this free video class written & taught by Dr. Jeff Camarda, Forbes contributor, Barron’s and Forbes “top advisor” & award-winning financial planning PhD & John Crawford, Board Certified Tax Attorney and Florida “Super Lawyer”.
You will learn:
- What dynasty trust provisions are and why you want them in your trusts.
- How to optimize SLATS – Spousal Lifetime Access Trusts – and how to avoid the dreaded Reciprocal Trust Doctrine which the IRS and court can use to wipe out your tax advantages if the trust is not carefully drawn to avoid it.
- How “Family Bank Ongoing Trusts” work and why you want to build your SLATs on with those enhancements.
- Asset protection tips and tools for protecting family wealth from risks like children’s divorce, lawsuits & financial predators.
- Why and how the IRS Is coming for your family’s wealth… and best practices to protect it.
- Much More!
The above content was prepared by a third party and provided to you by Camarda Wealth Advisory Group (“CWAG”) for educational and/or informational purposes only. Third party content providers may include unaffiliated individuals/entities or affiliated individuals/entities, including Dr. Jeff Camarda, The Wealth Doctor, TaxMaster™, and Family Wealth Education Institute (“FWEI”). Camarda does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Camarda.com website or incorporated herein, and takes no responsibility therefor. You may receive offers from affiliated entities by engaging with their content or clicking into the websites of affiliates. You are not obligated to accept the offers or services or engage with any of our affiliated professionals or entities.
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