Does The System work for large estates (say $5 million, $20 million, $100 million, or more)?
Always! There is no limit. Once, you work with and understand The System, the answer becomes obvious. The 23 Strategies that are part of The System can be divided into two types: (1) those that take advantage of the discounting values (allow you to legally reduce the value of an asset for tax purposes), and (2) those that get you into a tax-free environment during your life and keep you there for as long as you live and beyond. The tax-free-environment strategies — the proper use of charity and life insurance — have an unlimited capacity to finesse the estate tax. If you (or both you and your spouse, if married) are not insurable, the proper use of charitable strategies can still get the job done (get all of your wealth, or more, to your family)… That’s exactly what Jacqueline Kennedy Onassis did. She created a charitable lead trust. You can do the same thing.
