Capital Gains Tax Paranoia?

  • Greatly minimize these CG  taxes
  • Much more money to live on
  • Additional retirement income
  • Much more money to pass on
  • Keep youe IRA/401K for your heirs
  • Creditor protectiion
  • Maintain control of your assets
  • In general - Much More Peace of Mind

EXAMPLE 1

No more need to set-up a complicated 1031 tax-free exchange when selling a highly appreciated/heavily depreciated real estate rental income property.  There are various tax exempt trusts that can be set-up prior to closing to greatly minimize having to pay large capital gains taxes due upon sale.

EXAMPLE 2

Another example would be to create a specific trust that would enable one to sell, again without any capital gains tax, say a $3M personal resident home while generating thereafter some $15,000 per month for life, still leaving say a $5 million plus estate to one's heirs.

EXAMPLE 3

A simple Living Trust can be set-up which would eliminate probate costs and reduce inheritance taxes.  There is a myriad of fully legal possibilities to explore which can minimize taxes while one is alive, while maximizing the death benefit of one's estate.

EXAMPLE 4

Are you in the 'dreaded' AMT tax bracket thus having to pay more taxes than one with an equivalent income who is not in the AMT tax bracket?  There is an instrument that would greatly minimize, if not totally eliminate that AMT tax.  This naturally could dramatically decrease your income tax bill yearly, whether or not you are AMT bound.