$0 In Estate Tax On A $37 Million Estate – Case Study

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA

Estate Taxes Are OPTIONAL, Even on $37 Million ... Planning

Georgia Peach Case Study

6 Videos

Estate Taxes are OPTIONAL If ... $0 in Estate Taxes on a $37 Million Estate - Case Facts 1/6

7:38

Strategy 1 of 3 (Asset Compression & Creditor Protection)

3:10

Strategy 2 of 3 (Income Streams & Philanthropy)

5:09

Strategy 3 of 3 (Keeping Family Together)

4:46

Planning vs No Planning $$$

6:08

FAQs on Estate Planning

6:41