are you optimizing all your assets while minimizing taxes as a financial strategist and retirement planning specialist now for five decades when I would meet with my clients we would analyze seven asset categories and we would go down each one of them uh let's just look at estate planning uh so many people they think well okay I want to maximize what I leave behind to my children and grandchildren I don't want to ruin them we teach them how to do equal opportunity trust if they are fortunate enough to have a large estate we can save them unnecessary estate tax but you can kill two birds with one stone by using a laser fund why would you leave behind this when you could leave behind this if it doesn't cost you anything by redirecting otherwise payable tax
Tax-Free Retirement Planning