Legacy Advisor
Brentwood, Tennessee
A Note From Mike
My passion is to inform individuals and couples of the hidden tax in their retirement assets, which can be self-directed from the IRS to charity upon the death of the surviving spouse.
Testimonials:
"We were unaware of the tax liabilities in our retirement assets in our current estate plan. Mike's expertise made it possible for us to minimize tax liability and maximize our legacy giving desires."
"I found Mike's knowledge and advice to be highly valuable. He was technically proficient and accessible to a wide range of specialists, as our needs required. I found him to be well balanced in working with him, making good suggestions without feeling pushed."
"We were not informed of our existing estate plan's tax implications, as we thought, and thanks to Mike, we have a win/win trust to pass retirement assets to heirs and charity. We would recommend this process to anyone."
"I was not aware of the income tax liability in our retirement assets. We now have an estate plan, which enables us to give to our church, university, and other ministries upon the surviving spouse's death. Secondly, we can take care of our heirs in a very sound fiscal way."
"I, like many others, am reluctant to finalize estate planning and procrastinate. The same applies to people who have a plan, which does not apply to their current life situation. You have made our experience of reviewing, discussing, considering options, and finalizing our updated plan a true joy. Your knowledge, presentation skills, humor, spiritual faith, and caring attitude have been a blessing."
When your executor writes a check for the hidden tax in your retirement assets, would you prefer the check be payable to the IRS or to your favorite charities?