This book does not solely focus on eliminating the estate tax. While estate tax reduction is part of the plan, the primary focus is on wealth—your wealth. You will learn about a system that allows you to manage your wealth throughout your lifetime and pass it on to your family after you die. This structure ensures wealth growth in the next generation.
You will discover how to make estate tax irrelevant by learning to control and preserve your wealth for your heirs’ benefit. This is a preliminary guide to creating a Wealth Transfer Plan, a lifetime plan that differs from the conventional estate plan focused on death.
The Wealth Transfer Plan is an organized process for choosing the appropriate strategies for achieving your predetermined objectives based on your unique assets and circumstances.