The Estate Advisory Group - Zero Estate Tax Planning and Training

Provided to all course participants
Personalized software and user guide
Asset Data Entry, and Cash Flow projections
Before and After comparison of Zero Estate Tax Planning
Several Tools and Techniques available in the software for zero estate tax planning purposes:
Grantor Retained Annuity Trust (GRAT)
Wealth Preservation Trust (WPT)
Multi Generational Trust (MGT)
Charitable Lead Annuity Trust (CLAT)
Retirement Plan Maximizer (RPM)
Crummey Trust
Intentionaly Defective Irrevocable Trust
Supporting Organizations
and several others