ADVANCED Estate Planning for High Net Worth Families: Tax Tips

Savvy Estate Planning by Jim Cunningham

Episode notes

If you have a high net worth, you and your family MUST consider these advanced Estate Planning strategies to lower your taxes! 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to discuss the CRITICAL tax planning actions to consider! Special estate planning strategies are not just available, but often necessary for high net-worth families. Our founder Jim Cunningham, author of the best-selling “Savvy Estate Planning,” will speak in plain English about the so-called secret strategies that expert attorneys use to efficiently transfer wealth to the next generation and minimize gift, death, and income taxes. A must-see webinar for families with $5 million or more in assets. Note: some kinds of ... 

 ...  Read more
Keywords
taxesEstate Planninghigh net worth