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Text Content

YOUR LEGACY PLAN MAY HAVE CHANGED WITHOUT YOU EVEN KNOWING!


NEW REGULATIONS OPEN 6 ESTATE PLAN “WORMHOLES”




HERE’S WHY YOU SHOULD REVISIT YOUR PLAN RIGHT AWAY:

 * The changes quietly caused by new rules
 * A “domino effect” caused by changes to taxes, trusts, gifting limits, and
   more
 * How your spouse and heirs could be negatively impacted if your plan hasn’t
   been updated to reflect these new laws

READ NOW



"… shocking changes that recent laws put into effect… If you haven't created or
reviewed your estate plans in light of these new rules, you're at risk of…"

Charles Dzama

CD Financial

https://cdfinancial.org/

(949) 359-5100

This information is not intended to be a substitute for specific individualized
tax advice. We suggest that you discuss your specific tax issues with a
qualified tax professional.

We are an independent financial services firm helping individuals create
retirement strategies using a variety of investment and insurance products to
custom suit their needs and objectives. CD Financial is a registered investment
adviser. Lic #0G46793. Investing involves risk, including the potential loss of
principal. Any references to protection benefits generally refer to fixed
insurance products, never securities or investment products. Insurance and
annuity product guarantees are backed by the financial strength and
claims-paying ability of the issuing insurance company. Our firm is not
affiliated with the U.S. government or any governmental agency.

Content prepared by Snappy Kraken.

We are an independent financial services firm helping individuals create
retirement strategies using a variety of insurance and investment products to
custom suit their needs and objectives. Neither the firm nor its agents or
representatives may give tax or legal advice. All investments are subject to
risk including the potential loss of principal. No investment strategy can
guarantee a profit or protect against loss in periods of declining values.

This guide is provided for informational purposes only; it is not designed as
advice for an individual’s personal situation. Our firm does not provide, and no
statement contained in the guide shall constitute, tax or legal advice. All
individuals are encouraged to seek the guidance of a qualified professional
regarding their personal situation.

4/22-1999441C


NEW LAWS MAY HAVE PUT YOUR LEGACY PLAN AT RISK!
FIND OUT WHAT THESE 6 NEW ESTATE PLAN “WORMHOLES” MEAN FOR YOU

First Name
Last Name
Phone (optional)
Email
Contact me by FAX only?

By submitting your personal information, you consent to be contacted by a
financial professional regarding your financial strategy for retirement.


FIND OUT HOW THESE 6 NEW ESTATE PLAN “WORMHOLES” MAY HAVE IMPACTED YOU AND YOUR
HEIRS WITHOUT YOU EVEN KNOWING

First Name
Last Name
Phone (optional)
Email
Contact me by FAX only?

By submitting your personal information, you consent to be contacted by a
financial professional regarding your financial strategy for retirement.