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.
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.
- Quatloosian Federal Witness
- Posts: 6450
- Joined: Sat Apr 26, 2003 7:39 pm
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