An Overview of Estate Planning
ISN’T IT TIME TO START PLAYING IT BOTH SAFE AND SMART?
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The Law Office of James Burns delivers.
I want to show you that you have options and we offer over 140 strategies for planning your estate and eliminating the four types of taxes that plague your wealth i.e., income, capital gains, gift and estate. We start with a base plan and use the Burns Quadrant© to ensure you have a complete plan.
BURNS ESTATE PLANNING QUADRANT
In the upper left-hand corner, you have the base plan; in the lower left-hand corner you have the risk management plan, or in sexier terms, “asset protection.”
In the upper right-hand corner is the estate freeze plan and in the lower right-hand corner, you have estate-draining techniques. These quadrants are explained in more detail in my book (link).
ESTATE PLANNING QUESTIONNAIRE
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