WHO CAN BENEFIT?

• Anyone with "Appreciated Assets"

• Those with a low rate of return on value

• Landlords that don't want to be Landlords

• Owners of non-income producing ground

• Those needing to increase income due to loss of spouse or retirement income

• Those who want to avoid Capital Gain taxes on sale of assets

• If you want to reduce estate taxes but retain the income from the asset

• If you want to contribute assets to a charity but keep the income

• Those that want to pass cash to children tax (tax free) not property

• Need the tax deduction generated by the gift but pass asset on to children

• Anyone who does not want to pay high taxes when they cash out pension funds, tax deferred retirement funds, annuities and life insurance policies.

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