jethroacosta
New Member
The Estate goes to three parties:
Government
Beneficiaries
Charity
It has to add up to 100%, the client picks which by planning or non planning. With no planning, the default is the government receives 35% on anything over 5 million. This 5 million estate limits is going to change in 2013.
For example a client with 6 million would have to pay $350,000 in taxes. Your clients can prepare (with leverage) by purchasing (Hartford) life insurance. With strategic planning you can pay zero to government. We can show you how...
Questions...please ask.
Jethro Acosta
[email protected]
Hartford Wholesaler
California
805-453-3036
Government
Beneficiaries
Charity
It has to add up to 100%, the client picks which by planning or non planning. With no planning, the default is the government receives 35% on anything over 5 million. This 5 million estate limits is going to change in 2013.
For example a client with 6 million would have to pay $350,000 in taxes. Your clients can prepare (with leverage) by purchasing (Hartford) life insurance. With strategic planning you can pay zero to government. We can show you how...
Questions...please ask.
Jethro Acosta
[email protected]
Hartford Wholesaler
California
805-453-3036
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