Wealth Planning Guide for
Families With Large Estates

How to Reduce Taxes, Receive Lifetime Income, Pass Your
Entire Estate to Your Heirs, Help Your Favorite Charity… and More!

Written and Published as an Educational Service by

M. Celeste Luce
Asset Protection & Estate Planning Attorney

Providing Legal Services for Families and Business Owners for 23 Years
♦ Asset Protection ♦ Estate Planning ♦ Probate ♦
♦ Business Planning ♦ Charitable Giving ♦

Content Index:

• The Family Limited Partnership: How to Transfer Assets to Family Members and Pay the Lowest Amount in Taxes
  
• The Charitable Remainder Trust-PLUS: How to Receive Lifetime Income, Reduce Taxes, Help Charity and Pass Your Entire Estate to Your Heirs

You’re Invited to Call or E-mail.

“If you have questions or concerns about asset protection, estate planning, probate, business planning or charitable giving, please don’t hesitate to call.  You’re welcome to contact me at any time,
without cost or obligation.  I’ll be happy to help you in every way.”  — Celeste

M. Celeste Luce
Asset Protection & Estate Planning Attorney

IRS Circular 230 Disclosure:  To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments and enclosures) is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or promoting, marketing or recommending to another party any transaction or matter addressed herein.