Disinherit the IRS - Softcover

In your hands is the 2014 edition of Disinherit the IRS. This well-written, easy-to-read and comprehensive estate planning and wealth protection guide was originally published in 2001 in response to requests by fellow Americans who feared their life's work was under attack by growing litigious society and tax hungry government. This updated edition will help you understand current estate tax laws and how they impact the most popular estate planning tools, including trusts and life insurance. You will also gain insight into lawful wealth protection strategies used by real families as well as vital information on how to leave your assets to heirs and favorite causes and not the IRS.You will discover how to: · Remove assets from your taxable estate without losing control of them or the income they generate · Make a profit by donating to charity.Effectively exempt your entire estate from state taxes.·Avoid capital gains taxes on the sale of your appreciated property.· eliminate state taxes on your assets at your death.·Leave what you have to whom you want when you want and in the way you want while, at the same time, paying the least possible courts costs, attorney fees and estate taxes.

E. Michael Kilbourn With over 30 years experience in the financial services industry, the last 20 of which have been dedicated to teaching his estate planning strategies to high-net worth families and fellow planners, E. Michael Kilbourn knows the intricacies of estate planning and how to help Americans disinherit the IRS. The president of Kilbourn Associates in Naples, Florida, Mike is a Family Wealth Transfer Planning Specialist who enjoys taking the worry out of wealth and the mystery out of financial planning. Mike is a leading national authority on estate tax matters and expert on the complexities of life insurance and Florida domicile. His sophisticated estate planning abilities have produced remarkable results and secured the trust of hundreds of wealthy individuals and families. Mike is a decorated Vietnam veteran with five college degrees including four masters degrees, cum laude, and was inducted into Beta Gamma Sigma. Accredited with fourteen professional designations including Chartered Financial Consultant and Accredited Estate Planner, Mike is founder and chairman of the Wealth Protection Network®, a national network of estate planning professionals. In addition to authoring Disinherit the IRS (Brendan Kelly Publishing, Inc.), Mike is also the author of The Florida Domicile Handbook (Brendan Kelly Publishing, Inc. 2011), and contributing author of The Four Corners: Where your estate plan becomes a living legacy (Shared Drive Media, LLC 2012), Optimal Aging Manual (Optimal Aging, LLC, 2004), Giving Philanthropy for Everyone (Quantum Press, 2002), 21st Century Wealth: Essential Financial Planning Principles (Quantum Press, 2000) and Ways & Means: Maximize the Value of Your Retirement Savings (Esperti Peterson Institute, 1999).
Brad A. Galbraith is a partner with Hahn, Loeser & Parks LLP in Naples, Florida, and co-partner-in-charge of the firm's Indianapolis office. His practice focuses exclusively on providing creative, cutting-edge estate, tax and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts and Estates by the Florida Bar Association, and is a member of the Wealth Protection Network®. Brad began his professional career and maintains a license in Indiana as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax and business planning. As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time. Brad is the author of The Four Corners: Where your estate plan becomes a living legacy (Shared Drive Media 2012) and is a frequent presenter on estate and tax planning topics to CPAs and attorneys at conferences and continuing education events throughout the United States. In 2013, Brad was named a Florida Super Lawyer and also named to the 2007-2013 lists of Five Star Best in Client Satisfaction Estate Planning Attorneys.
Robert K. O Dell has more than 20 years of experience and knows that successful financial planning involves a distinct process, not a one-time event. Rob is co-founder of Wheaton Wealth Partners and helped shape the Wheaton Wealth Partners Planning Process, which involves the discovery and clarification of goals to formulate a detailed wealth management plan that is unique to each client. Rob also developed the Wheaton Insight MapSM, a specialized mind map that helps clients see the big picture so they can better understand and manage their financial lives and goals. Rob obtained the Certified Financial PlannerTM certification in 1994 and is a member of the Wealth Protection Network®