1 Glenlake Parkway NE
Atlanta, GA 30328
I have covered a number of topics during my time at POWERCore but some of them not recently.
Currently one that is not focused on as much as it was at one time is that we are truly in a period of estate tax freedom. I did a presentation on an estate tax "Trifecta" which covers how to maximize the current rules to minimize taxes for the estate and set up the heirs for minimal taxes going on.
The information in the presentation has value not only for the wealthy but lessons that should be understood by many with less than huge estates to make sure that everyone has a financial profile to minimize their estate taxes but also minimizes their heirs.
This may well be a good joint topic with Nakia since her products provide useful probate avoidance characteristics as well as a good place to locate assets to maximize value to heirs.
Referral Trigger Response