Wednesday, February 18, 2015

How two key planning strategies can transfer huge amounts of wealth - Estate Planning

There are many strategies and tactics in the estate planning arsenal to mitigate taxation, leverage assets and transfer wealth to targeted beneficiaries. But two have emerged as the real keys to transferring huge amounts of wealth with the least amount of taxation: Grantor Retained Annuity Trust (GRAT) and Intentionally Defective Grantor Irrevocable Trusts (IDGIT). These two trusts are the foundational building blocks of Mike's approach to estate planning highlighted in this episode.

Syndicated financial columnist and talk show host Steve Savant interviews author, speaker and frequent media guest Mike Kilbourn, CLU, ChFC, CCIM, AEP, MSFS. This is episode 3 of 5 in the series, Estate Planning Update for 2015. Mike's book Disinherit the IRS is a staple in estate planning circles and is in it's second edition. Mike is also the founder and chairman of the Wealth Protection Network®, a national network of estate planning professionals that work in concert to create and manage comprehensive estate plans.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

Read More About Steve >>

Powered by Ash Brokerage

At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

Learn More >>
Ash Brokerage

Give Us A Call: (800) 589-3000