The Estate Preservation Advisor


Latest news:

Sept 1 , 2006:
The Pension Protection Act of 2006 allows people 70 1/2 and older to give up to $100,000 from their IRA to charity in 2006 and 2007 and not pay taxes on it.


January 1, 2009:
The annual gift tax exclusion to any person increases to $13,000 for 2009.





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The Estate Preservation Advisor


The Estate Preservation Advisor is a web site and newsletter primarily for seniors. It's purpose is to advance strategies to increase income, reduce taxes and preserve assets.


The strategies advanced are based on the 39 year career experience of Robert D. Cavanaugh, CLU. As a subscriber, you will be able to draw on Bob's work in many financial and estate planning areas.


Many financial and estate planning techniques are difficult to grasp when soley expressed in words. Bob has the unique ability to communicate planning concepts visually. You will see this in the various Flash videos which break down hard to understand strategies into logical components that build into a whole during the presentation. Chances are, this will be the first time some of these techniques will be clearly understood.

Planning Categories:

Estate Planning
Revocable Living Trusts
QTIP Trust
Generation-Skipping Transfers
Private Annuity
Charitable Planning
Private Split Dollar
Zero Tax Planning
Family Limited Partnerships

Qualified Plans
Roth IRAs
IRA Distribution Planning
Roll Overs
Survivor Options
Pension Plans
Profit Sharing Plans
412(i) Plans

Senior Solutions
Long Term Care
--Equity Index
Reverse Mortgage
Social Security Taxation
Life Insurance Settlements
Medicare & Medicaid

These are just a small sample of the planning topics covered within The Estate Preservation Advisor. It would be easy to add 100+ to this list.


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