For those with investment income seeking the benefits of greater privacy of asset ownership. It facilitates smooth, private transfers of wealth to private beneficiaries or charities. Package includes:
Living Trust - Your Family’s FutureSecure your loved ones from the risks of probate and unforeseen legal challenges to the distribution of your estate while reducing your assets public profile.,
Life Insurance Trust - Your Estate TaxesProvide peace of mind for your heirs with non-taxable liquidity at death for immediate expenses and subsequent estate taxes (due in 9 months). Avoids urgent and possibly illiquid asset sales.,
Real Estate Trust - Your Real Estate HoldingsMove your ownership of each property to private safety by changing the title to your trusted fiduciary. This can complement an existing LLC or eliminate costs and hassles.,
Holding Trust - Your Commercial EquipmentSeparate hazardous equipment that can cause personal injury from yourself and your business. It gives you privacy and reduced liability exposure.
Package Price $9,499.00 (That’s a savings of $2,000.00 over individually priced trusts)Begins with 20-Minute Private Phone Consultation.
Cost of initial consultation is $100.00 and will be credited toward final purchase.
Participation in initial consultation never obligates you to any further purchase.
Installment Plan of 2 Payments of $4749.50
Available to Approved Customers