The Living Trust Estate Plan
- Comprehensive Basic Level Estate Planning
- Avoids Probate and Conservatorship
- Protects Financial Privacy
- Living Trust is the ‘Centerpiece’ of the Estate Plan
- Pour-Over Will / Powers of Attorney / Guardianships
The Tax Free Inheritance Trust
- Makes Life Insurance both Income & Estate Tax Free
- Protects Proceeds from Lawsuit Adversaries
- Protects Cash Value from Divorce
- Trust Can Own More than just Life Insurance
- Trust Can Receive Proceeds ‘Outside’ Your Estate
The Wealth Preservation Trust
- Protects Assets from Lawsuits & Divorce
- Can Own Corporations / Ltd Liability Companies
- Assets Beyond the Reach of Creditors
- Single Generation Tax-Free Inheritance
Multi-Genereation Dynasty Trust
- Creates a Tax-Free Inheritance
- Builds a Multi-Generation Legacy
- Can Own Corporations / Ltd Liability Companies
- Tax-Free Inheritance for Multiple Generations
The Capital Gains Tax Bypass Trust
- Creates a Lifetime of Income for You
- Legally Avoids Federal Capital Gains Tax
- Also Avoids State Capital Gains Tax
- Can Be Used with Other Planning for Tax-Free Inheritance
- After Death, the Remainder Goes to Your Choice of Charity
The Veteran’s Asset Protection Trust
- Helps Veterans (& Widows) Qualify for Tax-Free Benefits
- Shifts Ownership to Trust – then Apply for Benefits
- Can Obtain up to Approx. $27,000 Per Year Tax-Free
- $$$ for CareGiver / Assisted Living / Skilled Nursing Facility
- No Five-Year ‘Look-Back’ similar to Medicaid Look-Back
The Nevada Privacy Management Trust
- Protects Your Privacy. Keeps You Off the Public Record
- Can be the Named Manager of LLCs / Ltd. Partnerships
- Admin Trustee Signs Annual Entity Filings, Not You
- Your Control the LLC / Ltd Partnership Behind the Scenes
Limited Liability Limited Partnership
- Most Advanced Ltd. Partnership Law in America
- Can be Restricted or Unrestricted
- Owns Underlying Companies or Investment Accounts
- Can be Managed by a Nevada Privacy Trust
Real Estate Privacy Trust (Also Known As The “Land Trust”)
- Used for Privacy of Real Estate Ownership
- Keeps Your Name Off the Public Record
- Passes Thru the Tax Benefits to You
- Works in Conjunction with an LLC for Asset Protection
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