Fee Based Inheritance Tax and Estate Planning

Why should I pay a fee when most financial planning is free?

 As you know, there is no such thing as a free lunch. Usually, you get what you pay for.

What’s the best way to agree on fees with my financial planner?

Some financial planners will charge you by the hour – at Bluebond Tax Planning, we prefer a fixed pre-agreed fee arrangement when working with our millionaire clients. If we under quote – that’s our problem. If we quote too much, you can and probably will say no.  At least you know up front what it’s going to cost and can make your decision.

How are Bluebond paid?

We have posted another page on how this works in the pricing page on the site.

Any questions about fees and commissions?

Please register for our FREE online How to avoid inheritance Tax course