Beware of Personal Financial Hazards Part 5

Roger Silvera

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You Have Options

What if you could create a source of cash that could
help you avoid the need to sell important illiquid assets,
or liquidate investments in a down market?
What if you could create a large pool of assets outside your estate and, outside the reach of the IRS?
What if there was a strategy that would allow the
entire value of your estate to pass to your family, undiminished by the effects of the estate tax?
What if you could set up a strategy that was free of
income tax, gift tax, estate tax, generation-skipping
transfer taxes, and state taxes?
What if there was a way to create the dollars needed
in the future for pennies on the dollar today? 

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Updated: September 4th, 2021

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