{"product_id":"estate-transfer-efficiency-audit","title":"Estate Transfer Efficiency Audit","description":"\u003cp\u003e\u003cstrong\u003eDigital legacy planning diagnostic\u003c\/strong\u003e including beneficiary coordination gaps, trust optimization opportunities, step-up basis preservation and gifting strategy refinement.\u003c\/p\u003e\u003cp\u003eThis audit reveals:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eEstate flow diagram identifying avoidable probate exposure gaps\u003c\/li\u003e\n\u003cli\u003eStep-up basis calculation preserving unrealized capital gains transfer\u003c\/li\u003e\n\u003cli\u003eAnnual gifting waterfall utilizing per-person exemption systematically\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eProtect your legacy and ensure efficient wealth transfer to your heirs. Identify gaps in your current estate plan and receive actionable recommendations.\u003c\/p\u003e","brand":"Towerpoint Wealth, LLC","offers":[{"title":"Default Title","offer_id":48098761834651,"sku":null,"price":65.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0751\/8853\/5451\/files\/image_59f466f4-af00-44e3-88ac-1392e18bcd52.png?v=1772733406","url":"https:\/\/towerwealc.com\/products\/estate-transfer-efficiency-audit","provider":"Towerpoint Wealth, LLC","version":"1.0","type":"link"}