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Blog #221: Testing Financial Tolerance™for Zero Estate Tax withLoan-Based Private Split-Dollar and Wealthy and Wise

Robert B. Ritter Jr.

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

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Blog #217: Tax Bombs That Never Exploded(More on Grantor Trusts)

Robert B. Ritter Jr.

estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.

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