Walter

Written By Jeffrey Gitomer
@GITOMER

KING OF SALES, The author of seventeen best-selling books including The Sales Bible, The Little Red Book of Selling, and The Little Gold Book of Yes! Attitude. His live coaching program, Sales Mastery, is available at gitomer.me.

Walter Putnam’s 11 Tough Questions

1. Is your corporate stock in your personal name?

2. Are you aware that one of your assets may be quadruple-taxed at your death?

3. Have you eliminated the estate tax on your life insurance?

4. Does your spouse have $650,000 in his/her name?

5. Do you know how to transfer $5,000,000 of your stock to your son/daughter and pay no gift tax?

6. Have you leveraged up your $650,000 exemption?

7. What are your plans for your children who are not in the business?

8. Even if you’ve used your exemption and annual gifts, are you aware that you can give 40% more with living gifts?

9. Do you have a ticking time-bomb in your business?

10. Did you know that there have been 14 tax acts in the past 17 years?

11. Did you realize you can write the prenuptial agreements for your children and grandchildren?

For the answers to these questions, contact Walter:

Walter F. Putnam & Associates
6235 Carnegie Blvd. Charlotte, NC 28211