Estate Planning And Maximization

The Impact Of Estate Tax On Business

Patricia Baldwin (as seen in video), Reliable Contracting:

“Unfortunately, when my Uncle Bill died, which is my father’s uncle, he did not do any estate planning, which is now what you have to do to survive, and it took our company 10 years, $1 million a year, to pay that tax off.”

Bobby McKnight, Cattle Farmer (7th generation), National Cattlemen’s Beef Association:

 “At one time I had to cut my staff by sixty-five percent. In fact, the death tax is considered one of the leading causes of the breakup of multi-generation family farms and ranches.”

Karen Madonia, Chief Financial Officer, Illco, Inc.:

 “The estate tax serves as a tremendous entrepreneurial disincentive…It shouldn’t be the case that the thing that keeps you up at night is the worry that you may leave your kids with a huge tax burden when you die.”

Robert Johnson, Black Entertainment Television (BET):

“This level of estate taxation continues to pose a serious threat to the likelihood that present-day African American- owned businesses can be preserved as part of a family’s long-term legacy.”

Todd Wilkinson, South Dakota Cattlemen’s Association:

 “Put us back on equal parity, we paid the tax to buy it [the land], our employees live off of what we bring in to this economy, just give us a fair shake…don’t tax us out of business.”

Senate Republican Conference Chairman John Thune (S.D.):

 “Currently, more than 70% of small businesses fail before they are passed on to the second generation and 90% family businesses don’t survive to the third generation.”

Representative Kevin Brady (Texas):

 “It is to me the most immoral and I think most direct attack on the American dream that exists.”

According to the U.S. Congressional Budget Office (CBO) the estate tax will cost high net-worth families about $246 billion over 2016-2025 under current law…

As the founder of Kubler Financial, I’ve devoted my twenty-five year plus career to identifying and resolving problems as mentioned above, the inexcusable oversights and other unnecessary predicaments that plague too many “doomed-for-disaster” estate plans that almost all high net-worth families currently own. We protect the personal and business bottom lines for clients who enjoy holdings and various forms of income generation streams, while also creating other new opportunities for risk elimination and preservation of assets for their families’ long term wealth. That is what Estate Maximization is and what it would do for you too.

Please know that I don’t want to give the impression that there’s a plot created by the estate planning industry. Nor am I criticizing attorneys. We work very well with attorneys and all involved. And it’s not a lack of desire on anyone’s part either. In almost every case though, a “natural” sequence of engagement events creates a failing estate planning and implementation model…

The heart of the matter is this: The wrong type of firm is typically thrust into the “quarterback” position to develop the overall estate plan and strategy. Estate planning is a financial undertaking and shouldn’t be addressed primarily as a legal endeavor. It’s extremely important to select the right person or company, with the correct financial qualifications for the lead role to coordinate the efforts and team. More specifically, what’s required is the entity, whether it be Kubler Financial or someone else, that is, 1) expert in finance, 2) experienced with complicated situations, 3) who also specializes in the estate planning and maximization process. The estate planning attorney’s chief role should be to ensure the legalities and documentation are in order, after the strategy is set.

Wealthy individuals and families generally need estate strategists who will spend the time and get to know the specifics of their families, their business, their finances, their goals and who possess the capabilities to guide them to maximizing their estate. Only a customized approach and strategy developed by someone who understands all aspects (especially financial) can possibly develop a successful estate maximization strategy. Please become educated about the magnitude and values you’ll receive from planning your estate properly…

If you want to dictate where your assets go, then you also want an Estate Maximization Plan…

I’m easy to reach and speak with and look forward to sharing more about our company and Estate Maximization with you. Impact of Estate Tax On Business, Jon Kubler, Kubler Financial, Estate Maxiimization

You truly can keep it in your family.


Jon Kubler

Phone: 310-335-1550


P.S. The time you spend with me and your overall experience is going to be rewarded with ideas, perspectives and performance that will help enable your family to preserve its wealth long into the future. After all, they are your assets. You worked hard and you deserve to keep them in your family!

We don’t circumvent and we work well with in-place legal, accounting and all other advisor team members whenever requested or otherwise professionally and ethically appropriate.