The VERTEX TRUST® is an Irrevocable Domestic Non Grantor Trust for deferring capital gains taxes on highly appreciated asset(s) up to 20 years within the United States; 30 years or more, if your transaction is taken internationally. “Defer” means to “postpone.” Based on the mortality tables supplied by the IRS, your capital gains taxes may be postponed (i.e. to your age 75, 80, 85, 90, etc.); thus...
T. S. Eliot said:”Never confuse information with knowledge.” Information: More than 80,000 lawsuits are filed daily in the United States. Holding any asset in your name or jointly… is extremely, extremely risky. Knowledge: An ULTRA TRUST® will remove your probability of becoming “a statistic.” What’s a Trust? What’s an ULTRA TRUST®… and how do I get one? The ULTRA TRUST® is a powerful...
A simple will, just isn’t enough! Your government wants two-thirds (2/3). Rocco Beatrice You will need more estate planning under the new 2001 Tax Act. The dreaded phase-ins have created a double layer of laws affecting (1) estate taxes and (2) gift taxes all which will be repealed. Estate Taxes is the only voluntary tax in the Internal Revenue Code. You can avoid estate...
