How to Protect Your Family’s Inheritance from the IRS
If your estate includes real estate, a business, or investments worth over $5 million, your heirs could face a massive tax bill—due just nine months after you’re gone. This short video shows how the IRS can force the sale of your assets to collect those taxes… and how a simple planning strategy can prevent that from ever happening.
William (Bill) Wilson
Wilson Financial Group
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan how to get there, and get the right advice along the way.