Zero Estate
Tax Planning
& Training

It’s Your Move.

Advanced Estate Planning is much like a chess match with the IRS. The pieces are a client's assets. The goal is to help the client by protecting what (s)he/they need and then transferring to the family as may of the "extra" pieces as possible. The IRS is the opponent who is trying to capture as many pieces as possible, in the form of various taxes during the lifetime and upon the death of the client. Most people feel powerless, playing against this monolith (IRS).

The Estate Advisory Group's mission is to empower and assist you, the experienced professional planner. Specialized training and software provide you with the tools and techniques available, to help your clients retain as many of their assets as possible - by utilizing them to fully meet their needs and then moving the excess assets safely past the IRS and directing them to appropriate loved ones in a desirable manner.

Our logo, the white knight has very unique moves that, when used skillfully and strategically, can be extremely effective in protecting other valuable chess pieces, especially the Queen and King. In chess, the player with the white pieces is allowed the first move.