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Wealthbridge Insurance Solutions
1081 Camino del Rio Ste 203, San Diego, CA 92108
Discover the most effective strategies for passing on the legacy of your wealth to your kids instead of the IRS, following your fulfilling retirement years.
- How to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income.
- Take the confusion out of retirement income planning and empower you to understand your finances.
- Strategies to plan for incapacity, including special health care directives.
- Key tax basics, including the federal gift tax, estate tax, and generation-skipping transfer tax.
- How to take advantage of little known investment vehicles that will help you both achieve your retirement goals and leave a legacy to your loved ones.
- What you need to know about the most crucial Estate documents – Last Will & Testament, Living Wills, Powers of Attorney, Trusts and more.