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Basic Estate Planning

Basic Estate Planning is more than just knowing about wills and trusts. A plan is a comprehensive, tax compliant financial diagram and life-design of what a person desires upon their living, their dying and their succession. Planners will benefit from the topics in this course.

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Duration: 3 Weeks

Price: $26.95

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Basic Estate Planning covers the following topics and much more.

Wills
Durable Powers of Attorney
A&B, Marital, or Living Trusts
Irrevocable Life Insurance Trusts (ILIT)
Dynasty Trusts
Divorce Protection
Generation Skipping Tax (GST)

►Learn the basics of estate planning

►Learn why most clients do not have the basics done correctly

► Learn the myths of estate planning that do not work

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Asset Protection Risk Analysis

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Take the risk analysis to find out your exposure to creditors and litigators. Isn't it worth 5 minutes to find out how much risk you really safe?

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Best-Selling Strategy Guide

The Doctor's Guide to Wealth Preservation

$49.95

One attitude that cannot be tolerated in medicine is a lack of care or apathy. We feel physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.

Written by the foremost expert in the country!

Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas

►Asset Protection

►Estate Planning

►Income Tax Reduction

►Financial Planning

►Office Management

►Corporate Structure and Protection Structures

Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.

Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.

Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

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