See if a tax-exempt trust is right for you. Get your free financial analysis, a $495 value!
Putting at least 40% more of your clients money under management is good for your client and for you.
Is a Tax-Exempt Trust Right for You?
Get a free financial analysis of your situation.


Let us tell you if your situation is right for a tax-exempt trust. It's completely confidential with no obligation on your part.

"No hassles.... no obligation... completely confidential !

If you have an asset (such as real estate or stock) which has significantly increased in value, a tax-exempt trust may be in your best interest.

To determine if a tax-exempt trust could work for you, simply complete the form below.

We will return to you a free, no-obligation and confidential tax-exempt planning illustration based on the information you provide. (Please allow up to two business days for a reply. Fields marked with an asterisk {*} must be completed)

Tell us about the person completing this form:
I am requesting this financial illustration for:*
Are you a financial / non-profit professional by trade?:
If yes, please describe: If other, explain:
Company / organization name:
Date you need this information:* (Please allow up to two business days.
Please note: if you need this information within the two day time-frame, please contact us here )
 
How should we contact you to supply the results of this illustration?*
Telephone* (preferred) E-mail (list e-mail address below)
(*IMPORTANT NOTE: A financial illustration can be tested with multiple variables. It is in your best interest that we be able to discuss the best options for you. However, if you insist on remaining anonymous, we will honor that request, but we may be limited in communicating all the options available to you.)
 
Tell us who you are and how we can contact you:
First name:* Mid initial:* Last name:* 
Email address:*
Street address:
City: State: Zip:
 
Daytime telephone: Evening telephone:
Fax: Cell/other telephone:
 
Tell us the pertinent information about the asset and its owner:
Appraised (or estimated) value of asset*: $
Debt owed on the asset (if any) *: $
Tax basis of asset*: (estimate if not known) $
Owner's birthdate*:
Birthdate of owner's spouse*:
Estimate of owner's total net estate:* $
Owner's top federal tax bracket*: %
Tax bracket of the owner's estate:* %
Type of asset:*
If other, please describe the asset:
Name of owner (if not the person listed above:
If this asset is currently generating a return, what is the net rate of return:* %
Additional comments or clarifying information:



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