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Executive Summary Philanthropy Mega-Wealthy New Estate Law 37 Tax-Saving Secrets Great Free Stuff Forward to Friend

Yes, I need a second opinion
on my current estate plan
or
Help starting/completing a new estate plan

Remember, your estate plan must pass all of your wealth—intact, every dollar of it—to your family… all taxes paid in full.

For example, if you are worth $4 million, $40 million, $400 million (insert your own net worth), your estate plan should be structured to get the entire $4, $40 or $400 million to your family. No exceptions. And legally.

Actually, your plan should focus on lifetime planning, as opposed to death planning. Also, your plan should allow you to stay in control of all your assets—including your business—for as long as you live.

Please complete all items that apply to you, your family and your business.

Full Name 
Company Name 
Street Address 
Street Address (cont.)
City 
State , Zip 
Home Phone Number 
Work Phone Number
Mobile Phone Number
Email Address 
If you own all or part of a business, please complete the following:
Type of business
Number of employees
What are you biggest concerns?
a.
b.
c.
d.
If you need more space, email Irv at Blackman@EstateTaxSecrets.com
How old are you?
Your age:
Your spouse's age:
Amount (estimate okay) of insurance on:
Your life:
Second-to-die:
Total amount (estimate okay) you have in retirement plans:
A pension, profit-sharing plan and 401(k):
IRA:
Other qualified plans:
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