Overview

As non-tax legislation continues to, directly and indirectly, affect the current tax law, more and more financial advisors, planners, and insurance professionals are finding themselves in need of reliable tools and expert insights into up-to-date income tax planning techniques. This book reveals a time-tested process used to implement hundreds of zero tax plans while helping clients identify more planning resources, crystallize their purpose statements, unite their advisers, clarify their values, select and customize the best planning tools, and prepare heirs to perpetuate a meaningful legacy. The final chapters share practical case studies. Appendices summarize the most common tools, services, adviser roles, and planning questions.

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