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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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National Debt

This is why income, capital gains and estate tax rates are going to be raised substantially in the future. With the spiralling U.S. National Debt, they will be left with no other option! Click on the running U.S. Debt Clock below:.


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.