PLANNING
PROMOTIONS
FREE EXISTING ESTATE PLAN REVIEW
TRUST SPECIAL: $1,750.00
YOU DO NOT WANT TO BE ONE OF THE 75% OF THE U.S. POPULATION WHO DOES NOT HAVE A REVOCABLE LIVING TRUST!
A TRUST
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PROTECTS your Assets
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Saves MONEY by Avoiding Probate Costs
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Saves MORE MONEY by Tax Reductions
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Distributes Your Money by WHO You Designate… not by the Courts
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PROVIDES for Your Heirs and Loved Ones
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GIVES You and Your Family Peace of Mind!
- PROMO CODE: RLT24
- *Limited Time Only
TRUST SPECIAL: $1,750.00
COMPLETE PACKAGE INCLUDES:
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Living Wills (Directive to Physician)
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Powers of Attorney for Health Care
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Powers of Attorney for Estate Management
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Last Wills & Testaments
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The Trust Document (Revocable Living Trust)
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Death Instructions / Cremation Letter or Burial
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Certificate of Extract & Declaration of Trust
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Schedules of Assets
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Signing Instructions
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Custom Portfolio
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Teleconferences
ESTATE PLAN REVIEW
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Existing Living Will & Last Testament
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Revocable Living Trust & Amendments
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Deed & Asset Transfer Status
PROMO CODE: EPR24
Free
*Limited Time Only
DIRECT PRECIOUS METAL PURCHASE
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Gold and silver have both appreciated over 400% in the last fifteen years!
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Don’t wait to buy gold, buy gold and wait!
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Make a safe investment that you can possess with no hassle!
In home appointments are available if clients live in greater Las Vegas area
ESTATE PLANNING
As part of an exit strategy, we offer the best estate planning services in the industry! With everything “bad” happening in our country (the inflationary economy, out of control Southern border, international conflicts, etc.), NOW is the time to make these decisions!
A TRUST IS A MUST!
WHAT IS A LIVING TRUST?
A living trust is an estate planning device that has become increasingly popular over the last four decades. Also known by its Latin name, “Inter Vivos Trust,” it is a trust that is established during a person’s lifetime. This distinguishes it from a “Testamentary Trust” which is included in a person’s will and which only becomes operative when a person dies.
WHAT ARE THE ADVANTAGES OF A LIVING TRUST?
A Living Trust May Avoid A Probate Proceeding! One of the basic reasons for probate is to change title assets from a deceased person’s name to the name of the surviving Beneficiaries.
A court order is necessary to accomplish this change in title. However, if an individual has transferred all of their assets to a Living Trust during their lifetime, title is held by the trust, not by the individual, and the trust’s ownership of the assets is not affected by the individual’s death.
Following the individual’s death, the Successor Trustee continues to own and manage the assets in accordance with the terms of the trust. Thus, a Living Trust allows a person to avoid the significant expense, delay and inconvenience in a probate proceeding.
WHAT SHOULD A GOOD ESTATE PLAN INCLUDE?
We provide the key to the safe to help protect your assets!
In order to make sure your personal lilfe is organized and your assets are protected, a good estate plan should include:
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Living Wills
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Powers of Attorney for Health Care
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Powers of Attorney for Estate Management
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Last Wills & Testament
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Revocable Living Trust
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Certificate of Revocable Living Trust
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Authorization Letter
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Schedules A & B
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Spendthrift Provisions
For both your personal life and business, additional items need to be added:
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Life Insurance Planning
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Letters of Last Instructions
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Corporate Structuring
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Life Insurance Usage
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Probate Avoidance
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Maritable Deduction Trusts
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Succession Planning
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Tax Planning
Estate Planning Solutions For Businesses
In evaluating comprehensive planning solutions for businesses, we will review and make recommendations on business agreements with a special emphasis on planning for succession by family members and/or key employees. Here is what we will evaluate:
Your current type of business entity and structure to ensure they meet your succession goals.
A business valuation alalysis to determine proper structuring of your “Buy Sell” Agreement; a detailed “exit strategy”; obtaining maximum benefit for estate gift and income taxes (this also aids in IRS evaluation disputes).
Life and disability insurance planning, executive benefit packages, retirement plan and current estate plan.
Finally, we coordinate your business and personal estate plan to bring both in line with your goals and objectives.
WHETHER YOU'RE STARTING A SMALL BUSINESS,
A FRANCHISE, OR A LARGE S-CORP,
YOU NEED TO PLAN!
Part of your business planning and professional goal setting should include an “exit strategy” — when you want to sell your business, or, pass it along to family members and/or partners.
Well thought out coporate structuring is having a mechanism in place to handle the “what ifs”, such as “what if my partner dies”; “what if my partner wants to sell their interest”; what if I die”; what if we both die”; “what if one of us wants to retire”, etc.
