ESTATE PLANNING WITH TRUSTS

We offer estate planning guidance to lower taxes and protect your assets.

By utilizing a specialized trust through our trust provider, we use a proven trust and strategy that not only protects assets but can potentially eliminate estate taxes.

Many trusts today do not offer asset protection like clients think they do. Most trusts only offer probate avoidance, but not protection. Most trust assets can be forfeited through a simple creditor claim. Out Trust (when properly established) avoids creditor claims, asset forfeiture, and even bankruptcy.

• TAX REDUCTION STRATEGIES
• REAL

REAL ESTATE:

Many of our clients diversify their income by investing in real estate.  They know this is a great way to build wealth, but few take full advantage of the tax savings it can create.  We show investors how to take advantage of the tax savings created through real estate investments. Whether you are experienced in real estate or considering real estate investing, we can help. Our strategies will help boost tax savings and create long-term wealth.

CHARITABLE GIVING:

We can help you with your charitable giving and planning. Whether you want to make a large donation in the most tax-friendly way, pass money to children, set up a Private Family Foundation, or find creative ways to leave a tax-free estate, we can advise on strategies to maximize your giving.

CREATE A SMALL BUSINESS:

If you are considering setting up a small business, do it! A small business can be very rewarding.  We can advise you on the most tax-friendly way to structure your business, show you how to write off things you normally wouldn't think are eligible, and even make sure you have proper insurance.

FINANCIAL PLANNING

• Medicaid Planning
• Debt advisory
• IRS Debt Resolution
• Retirement tax overview
• Estate planning

INSURANCE

• Life insurance
• Disability insurance
• Long-term car insurance
• Fixed annuities
• Equity indexed annuities