Preferred Partnership Freeze
You've heard the saying, "when life gives you lemons, make lemonade." Well, the lemons are here and that presents a once in a generation planning opportunity to pass your legacy to heirs with th least amount of death taxes or even death tax free for over three hundred years, preserve the income tax free step up in basis, and protect your legacy from predators and creditors.
IRA Rescue Plan
Based on your state of residence, did you know that your individual retirement account could be vulnerable to a future law suit? And how losing all or most of your IRA would affect your family's future? If this is the case, there is a way to shield your individual retirement account from future creditors and predators.
We've all heard the expression, "Have your cake and eat it too." What if you could do that when planning your estate? What if you could take advantage of the generous, lifetime gift tax exemption laws by placing your property into a type of Dynasty Trust, so the assets value grows free of death taxes for multiple generations.
Private Retirement Plan
You live in California and have worked hard to accumulate and grow your wealth so you can one day retire to the good life. You'd like to supplement your retirement plan benefits but are maxed out under your qualified plan. You're also thinking about protecting your business, investments, IRAs, annuities, life insurance... even the equity in your own home from lawsuit predators.
Premium Financed Life Insurance
Capital Management Stratgy, or CMS, was created for those who can afford the insurance premiums but would rather keep their funds in their investment portfolios, or retained in their businesses, for a greater return on investment.
Asset Protection Trust
Are you confident you'll never be sued? If so, are you confident you'll be treated fairly by the legal system? If either answer is "no", you're a likely candidate for an Asset Protection Trust, or APT.
Malta Pension Plan
Imagine an off-shore pension fund in which the income you earn, including capital gains, cannot be taxed by the the United States until you receive a distribution from that fund. And even when you receive the distribution, portions of the distribution may be received tax free.
Comprehensive Estate Planning
You're an affluent family or successful business owner with assets of $10 million dollars or more. Knowledge and wisdom are essential in formulating a comprehensive estate plan that will provide security in case of an actual or threatened law suit.
Building effective and lawful firewall protection around your assets in advance of an unforeseen financially ruinous lawsuit is what asset protection is all about.