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-GENERATION 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 VETERANS 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