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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, 2007:
The annual gift tax exclusion to any person remains at $12,000 for 2007.
Partners
Free Video:
"Discover How You Can Sell Your Life Insurance Policy for More Than It Is Worth!
...And Increase Your Income, Pay Off Debts, Travel or Reduce Financial Stress!"
Receive this free video within minutes just for subscribing to The Estate Preservation Advisor newsletter. There is no cost for your email subscription. Your email address will never be shared with anyone and you can unsubscribe at any time. Simply fill in your name and email address below.
Here are a few little-known secrets you'll discover about this new planning strategy for seniors in this free video ...
- How you can sell your life insurance policy for more than the cash surrender value.
- How you can sell a term insurance policy even though term has no cash value.
- Learn how to find out in 60 seconds if your policy qualifies.
- Discover how you can get a quote without paying any money or placing yourself under any obligation.
The Estate Preservation Advisor
Purpose:
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.
Creator:
The strategies advanced are based on the 36 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.
Uniqueness:
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 |
Qualified Plans |
Senior Solutions |
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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