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OPPORTUNITY IN THIS ECONOMY

OPPORTUNITY IN THIS ECONOMY. BURNING ISSUES FOR CHOICE HOTEL OWNERS 1. Are your assets protected from creditors? 2. Have you leveraged your gift to maximize inheritance? 3. Have you done your estate planning in a way as to reduce your tax liability from 55% to 20%?

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OPPORTUNITY IN THIS ECONOMY

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  1. OPPORTUNITY IN THIS ECONOMY BURNING ISSUES FOR CHOICE HOTEL OWNERS 1. Are your assets protected from creditors? 2. Have you leveraged your gift to maximize inheritance? 3. Have you done your estate planning in a way as to reduce your tax liability from 55% to 20%? 4. Do you have a succession plan that rewards children who are active in the business? 5. Do you have a strategy that has helped you negotiate with your bankers to restructure your loans? 6. Have you funded your buy-sell agreement to ensure liquidity in the case of catastrophe? If you answered YES to all of these questions, then CONGRATULATIONS. If you answered NO to any of these questions, then contact one of our two partners, Mayur Dalal, CEO (917) 359-4818 or Nayan Mehta, VP (630) 670-8877 Maximize Inheritance - Minimize Taxes

  2. OPPORTUNITY IN THIS ECONOMY • Reality Check: • Significant depletion of real estate value. • Significant depletion of marketable securities. • 3. Income taxes are likely to go up to 40%. • 4. Estate taxes are not going away!!!!!!! • A large number of businesses have no or little asset protection planning, thus exposing their hard earned assets to creditors. • Contact one of our two partners, • Mayur Dalal, CEO (917) 359-4818 or Nayan Mehta, VP (630) 670-8877 Maximize Inheritance - Minimize Taxes

  3. OPPORTUNITY IN THIS ECONOMY Opportunities: 1. Give a significantly leveraged gift. 2. Avail a significant discount for the sale of your property. Charge a very favorable rate of interest to your family members to purchase the property. 3. Keep growth of assets frozen at today’s value. 4. Fund your estate tax liquidity needs using tax favored dollars. Contact one of our two partners, Mayur Dalal, CEO (917) 359-4818 or Nayan Mehta, VP (630) 670-8877 Maximize Inheritance - Minimize Taxes

  4. OPPORTUNITY IN THIS ECONOMY • What You Achieve Through Our Strategies: • 1. Asset protection from creditors. • 2. Keep control for life. • 3. Save significant current and future taxes. • 4. Pass on lot more to kids and grandkids. • Keep family business in the family. • Multiply their gift several fold. • contact one of our two partners, • Mayur Dalal, CEO (917) 359-4818 mayur@thefamilycfo.org • Nayan Mehta, VP (630) 670-8877 nayan@aahoaestateadvisor.com • www.aahoaestateadvisor.com Maximize Inheritance - Minimize Taxes

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