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How Your Kids Can Inherit Your IRA 100% Tax-Free

Common Strategies Used To Ensure Your Loved Ones Don’t Pay A Dime In Taxes When They Inherit Your IRA

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My Expertise


Legacy Planning

I use common strategies to maximize the financial legacy you leave to your chosen heirs by completely eliminating the income taxes they will pay on inherited retirement account assets.

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Local Workshops

I host free informational workshops in the Rochester, New York area. Come learn about specific planning strategies to help protect your financial assets from expensive nursing home costs, Medicaid, probate fees, taxes, and more.

Upcoming Workshops

Long-Term Care Planning

My mission is to educate you on all strategies available that help preserve and protect the retirement assets you've worked so hard to accumulate.

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Bill Monte Interview

What is Legacy and Long-Term Care Planning?

Watch my recent interview where I explain what I do and how I can help.