Not Fiscal Cliff Restraints…Personal Freedom (part 2)

Does understanding tax law ever make you feel handcuffed and unclear about the best decision to make about your wealth? If so, you’re not alone. It is said that Joe Robbie, the former owner of the Miami Dolphins had estate documents waiting for his signature sitting on his desk before he passed away…but he never got around to signing them.

His family wrote a $45 million check to the IRS (50% of his estate).

When I think about freedom, it is walk-away freedom. That is, freedom to do what’s on my heart and when I feel led to do it.

If your wealth doesn’t provide you this kind of freedom…have a second look at what you are doing and why.

Even talk with a specialist who can help you understand it and put your assets in place so they serve you.

If you missed part 1, click here.

Leave a Comment