How the Estate Bond works

Move personal investment dollars from a tax-exposed environment to a tax-sheltered one!

Written by Lindsey Eastman
May 25, 2016


You have savings or extra income that you do not need for lifestyle purposes. You want that money to grow tax-sheltered and leave a legacy for your beneficiaries. You want a financial planning strategy that will increase the funds available when you die. Read more about how the Estate Bond concept works for inter-generational and philanthropic wealth transfer. How the Estate Bond Works!