Need to know

Discusses abuses and issues in financial planning, including questionable compensation practices, bogus institutes and accreditations, bad products, annuity abuse, inappropriate life insurance sales, living trust mills, and related misconduct. Also answers questions about usually legitimate but developing areas such as life insurance premium financing, life settlements, charitable gifting strategies, etc. Includes discussion of asset protection scams.

Need to know

Post by jonhmardona » Mon Sep 14, 2009 6:09 am

If my retirement assets are sufficient to maintain throughout my life, how will leavemy residual estate to the people you love with a minimum of taxation?
Last edited by wserra on Mon Sep 14, 2009 11:00 am, edited 1 time in total.
Reason: Remove commercial link.

User avatar
Quatloosian Federal Witness
Quatloosian Federal Witness
Posts: 6450
Joined: Sat Apr 26, 2003 7:39 pm

Re: Need to know

Post by wserra » Mon Sep 14, 2009 11:01 am

One consults a qualified estate tax planner. One does not post a commercial on a "no-commercial" board.
"A wise man proportions belief to the evidence."
- David Hume