Legacy Planning - Asset Protection
What is Legacy Planning or Asset Protection? Advanced Estate Planning includes wealth management solutions for asset protection in higher-range income households. The majority of clients need a revocable living trust with a pour-over will and powers of attorney. People with higher end wealth need the foundational estate planning and may benefit from different kinds of trusts to help reduce their financial footprint for tax purposes.
“Personal Care Service. Peace of Mind.
Your Estate Ally.
Advanced Estate Planning
Advanced Estate Planning includes wealth management solutions for asset protection in higher-range income households. Wealth Management options include different types of irrevocable grantor trusts, such as an Irrevocable Life Insurance Trusts (ILITS), GRATs, GRITS, or a Grantor Personal Residence Trust (GPRT). Sometimes people may want to leave an estate or specific gifts to charity in a Charity Trust. You can use a range of estate planning solutions for wealth management and asset protection to accommodate your family’s specific needs, provide for future generations, and protect assets from seizure by creditors.
Estate Tax Planning
Estate taxes can consume a substantial amount of your hard-earned assets. As part of the estate planning process, Sheri coordinates with your CPA to structure an estate that limits family tax obligations, limits estate taxes and protects assets.
Asset Protection Elder Law
Your Personal Care Attorney
Disclaimer: Completing this form does not establish an attorney-client relationship and is not privileged confidentiality.