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Advanced Estate Planning & Tax Control

Camarda Wealth Advisory Group
Estate Planning & Asset Protection

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.

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by CWAG), or any non-investment related strategy, structure, or technique, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.

Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized legal, accounting, tax, insurance, or investment advice. To the extent that a reader/viewer has any questions regarding the individual applicability of any specific issue or topic discussed, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the content should be construed as legal or accounting advice.

Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG in writing if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

IMPORTANT  BLOG DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Camarda Wealth Advisory Group -“CWAG”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from CWAG.  Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of CWAG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: CWAG 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 CWAG’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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