Benefits 20-23
  1. Reveals math for each strategy - not a black-box with no clear connection between inputs and outputs
  2. Calculates taxes and cash flows from each of 300+ planning tools (ILITs, QPRTs, Partnerships, Hedge Funds, etc.)
  3. Explains each tool with clear graphics and legal document summaries throughout each phase of the planning process
695 Town Center
Suite 700, Costa Mesa, CA 92626
Phone: (800) 447-7090; Fax: (866) 447-7090