Jeffrey N. Zisselman writes about California estate planning and how a Qualified Personal Residence Trust can be a great estate planning tool.

California Estate Planning and Retirement

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Advanced Estate Planning

by Jeffrey Zisselman

The Three Levels of Estate Planning

  • Proprietary Strategies

  • Advanced Planning

  • Core Financial and Estate Planning

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    Advanced Estate Planning Secures Your Future

    The Emerging Advanced Planning Protocol: Key Objectives
    Asset Preservation
    Tax Efficiency
    Income Tax
    Estate and Gift Tax
    Payroll, Franchise, Excise, Use Taxes, etc.
    Achieve Optimal Structure By Using The Emerging Advanced Planning Protocol
    Maintain Control
    Preserve Flexibility
    Changing Business Laws
    Changing Tax Laws
    Changing Market Conditions
    Utilize Long-Term Wealth Management Strategies

    Comprehensive Integrated Planning is the Foundation

    Comprehensive Integrated Planning Is Based On:
    Quantitative Analysis and Verification
    “Cherry Picking” the U.S. Internal Revenue Code
    Elevating Personal Planning to the Discipline of Running a Business
    Utilizing Institutional Level Tax and Financial Strategies
    Utilizing Family Office Caliber Wealth Management Strategies

    California Estate Planning Information | Estate Planning and Retirement
    Estate Planning Tax | Estate Planning Taxes | Foreign Asset Protection
    New York Income Tax Planning | New York Tax Planning | NY Estate Planning
    NY Income Tax Planning | Trust Asset Protection | Trust Estate Planning
    Wealth and Tax Advisory Services
    Medalist & Company Estate Planning Guide

     

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