For high income, high profile executives and investors who prefer the big benefits of asset isolation with privacy and greater control. 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 TaxesInsure that your heirs have essential non-taxable liquidity at death for immediate expenses and subsequent estate taxes (due in 9 months). Avoids urgent and possibly illiquid real estate 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.