Finally Protect Your Assets Like the Wealthy Do – Before It’s Too Late
Book a 1-Hour Consultation With Our Trust Specialist for Just $197
Your real estate, your business, your hard-earned wealth – it’s all at risk. Lawsuits, probate, creditors, even the government can take what you’ve built if you don’t have the right protection in place.
The wealthy don’t leave their financial future up to chance. They use trusts. And now, you can too.
In this exclusive strategy session, you’ll uncover:
How to shield your real estate, business, and assets from lawsuits and probate
– so your wealth stays in your family, not in the hands of attorneys or the court system.
Why a Land Trust is a game-changer for real estate investors
– eliminate personal liability, maintain privacy, and protect your portfolio.
How to set up a Trust Bank Account to control your money like the wealthy do
– instead of keeping your funds exposed in personal or business accounts.
Tailored strategies to help you minimize tax exposure and maximize generational wealth
so your legacy is secured for decades to come.
This isn’t just information. This is a power move.
You’ve worked too hard to leave your wealth vulnerable. This one conversation could save you tens of thousands of dollars – even millions – down the line.
Spots are limited. Secure your 1-hour consultation now for just $197 and take the first step toward bulletproofing your assets.
Additional Products/Services to Consider:
Healthcare Directive:This document can specify your wishes regarding medical treatments. Typically, it's priced between $100 - $500.
Long-Term Care Planning:Consultation to discuss insurance options or strategies to manage future care costs. This might involve a combination of insurance products and trust structures.Asset Protection
Consultation:Discussion of various structures (like LLCs or Family Limited Partnerships) to protect assets from creditors. Fees can vary widely based on complexity, but expect to pay in the ballpark of $1,000 - $10,000 for comprehensive strategies.
Digital Asset Planning:
Specialized services to ensure all online accounts, digital currencies, and digital property are properly accounted for and managed.
Additional Products/Services to Consider:
Healthcare Directive:This document can specify your wishes regarding medical treatments. Typically, it's priced between $100 - $500.
Long-Term Care Planning:Consultation to discuss insurance options or strategies to manage future care costs. This might involve a combination of insurance products and trust structures.Asset Protection
Consultation:Discussion of various structures (like LLCs or Family Limited Partnerships) to protect assets from creditors. Fees can vary widely based on complexity, but expect to pay in the ballpark of $1,000 - $10,000 for comprehensive strategies.
Digital Asset Planning:
Specialized services to ensure all online accounts, digital currencies, and digital property are properly accounted for and managed.
Living Trust with A-B Provisions:
Estate Tax Minimization:
The primary objective of the A-B trust setup is to maximize the use of federal estate tax exemptions for both spouses. The "A" trust (often called the "Survivor's Trust") is designed for the surviving spouse's benefit and may be subject to estate tax upon the second spouse's death. The "B" trust (often referred to as the "Bypass Trust" or "Credit Shelter Trust") is designed to bypass the surviving spouse's estate to fully utilize the deceased spouse's estate tax exemption.
Asset Protection for the Surviving Spouse:
Assets in the Bypass Trust are typically not accessible to the creditors of the surviving spouse, offering a layer of protection.
Predetermined Beneficiary Distribution:
The B trust can ensure that, upon the death of the surviving spouse, assets will be distributed according to the first-to-die spouse's wishes. This can be crucial in blended families to ensure that children from a prior marriage receive their intended inheritance.
Income Benefits:
While the surviving spouse may not have direct access to the principal of the B trust, they often can receive income generated by the assets in that trust.
Flexibility with QTIP Provisions:
Some A-B trusts incorporate a Qualified Terminable Interest Property (QTIP) provision, which allows the surviving spouse to receive income (and possibly some principal) from the trust while ensuring that the remaining assets pass to predetermined beneficiaries upon the surviving spouse's death.
Price
Incorporating A-B provisions into a living trust can increase its complexity. The additional cost can vary but typically ranges from $500 to $2,500 on top of the standard living trust establishment fee, depending on the complexity and the region.
Embark on a Journey of Thoughtful Legacy Planning
Preserving your legacy and safeguarding your family's future requires the finest touch and profound expertise. We invite you to a distinguished 1-hour consultation with our esteemed estate planning specialists.
Exclusive Proposition: With a thoughtful commitment of $197, you can secure this consultation. Should you choose to entrust us with the crafting of your trust thereafter, this amount will be graciously deducted from the overall cost.
Contact Us: 424-332-1421
Location: Houston TX