Imagine Freedom

Imagine Freedom

By Gary Marsh   Imagine. It’s dark. The alarm bleats and stops at your touch. You take a final moment, contemplating the day ahead: the morning rush, dropping the kids, the commute, work, work, work, life, life, and then do it all over again. You shouldn’t, but...
How to Reduce Estate Tax by Up to $56,100

How to Reduce Estate Tax by Up to $56,100

By Peter Richards   Many of my new clients are surprised and concerned when they realise that their heirs could be facing a hefty tax bill. But when I explain how simple it is to mitigate this through a cashout recontribution strategy, there’s a visible sense of...