Wealth Transfer

Get a Wealth Transfer Plan
That Works Like You Want It To

Control your wealth and assets for as long as you want while transferring them tax-free to your family.

In the 1970s, a guy I knew quite well died. He had struggled for 21 years while building his business. Working long hours—building something better for his family.

But at the end, he and his family had become wealthy. Very wealthy.

After his death, the IRS sent the estate tax bill. It nearly bankrupted the family.

They sold the family’s business. Cashed in assets. And scraped together just enough to pay the tax.

The decades of work didn’t just go to waste. It got the family into deep financial trouble even after the business was a big success.

Since then, the estate tax law has been changed several times. But still it bankrupts families just like some decades ago.

Losing about 50% of the family wealth is the norm with traditional estate/succession plans.

However, you can make sure your family gets every penny of your wealth when the time comes. At the same time, you can stay in full control of your business (and all other assets) for as long as you want.

In some cases, you can even make significant charitable contributions and increase your family’s wealth.

The sooner you have a full wealth transfer plan in place, the better you can control what happens to your family and assets. It includes a lifetime plan, estate plan, and (often) business succession plan.

Or maybe you already have a plan in place, but it doesn’t eliminate all taxes or it makes you lose control of your assets.

“I thought my estate plan was done. My advisors had reduced my potential estate tax from $5 million to $3.5 million. Irv Blackman and his team of professionals brought tax liability down to zero.

—H.G., Pennsylvania

Contact me, so we can discuss your situation and see how a full wealth transfer plan would help you reach your goals. Or, if you prefer, you can call me at: (847) 674-5295.

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