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The Estate Liquidity Program was created by the Professional Planning team, under the management of Aldo Kluczkowski. Aldo is:

  • Managing Member of the Professional Planning Team;
  • External auditor with Arthur Young & Co. (1968);
  • Internal auditor with a large public corporation (1969-1977);
  • Member of the Society of Financial Professionals;
  • Master of Business Administration in Economics;
The Estate Liquidity Program creates the funds needed to pay for estate taxes. Its implementation could start you down the road to a well planned “Estate Liquidity Program”.

To request a Feasibility Study, please contact
a licensed professional in your area.
If you do not have the name of a licensed professional,
call 1-800-277-8201 or click here to obtain a referral.

 
 


Here are some links to financial sites we have found helpful:

Economist

Morningstar

 

 
 

Professional Planning Team, LLC does not provide tax or legal advice.
It is important to coordinate with your tax or legal advisor regarding your specific situation.
© Professional Planning Team