Is Your Trust Paying Taxes At A Very High Rate?  Want To Fix That Problem?

Is Your Trust Paying Taxes At A Very High Rate? Want To Fix That Problem?

In a recent study, we found that nearly 75% of tax & financial advisors use trusts for “Legacy Planning” initiatives.  While trusts are an important tool for transferring wealth to future generations, tax rates for trust income are very high.  As of the date of...

Bad Advisors-How To Detect Them and How To Avoid Them

Written by attorney, Roccy DeFrancesco J.D., CWPP, CAPP, CMP and the founder of The Wealth Preservation Institute, his book “Bad Advisors” will not only confirm your suspicions about your current and past financial advisors, it will also reaffirm why you should likely...

There Is A Better, Smarter, Safer Way to Plan For Your Retirement

The Old Way There is a Better, Smarter Safer way! This is the paradigm most people have when it comes to making their investment decisions.  When the market is up, they become greedy.  They want to get on the band-wagon and not miss out on the...