Preserving Wealth
Wealth Preservation
No two clients are the same and no two situations are identical. Wealth Preservation boils down to options; the options to preserve your legacy, your assets and your prosperity.
TrustMakers has helped countless people with techniques and plans to secure and protect their wealth. Taxation, inheritance and liability are based on flow-through philosophies of responsibility. Just as your estate passes on, so does liability flow through endangering what you possess.
We believe that preservation can only be secured through “control.” We strongly encourage you to control your life, your assets and your liability. TrustMakers specializes in the options that are available to each and every person to ensure that you benefit from the fruits of your labor, your business and your families' legacy.
We encourage you to browse our site for education on the subject of Asset Protection and Wealth Preservation.
Here are some examples:
Charitable Planning There are a number of charitable
planning tools that can be used to help clients with their goals. The are a handful
of main tools. More...
Family Limited Partnerships - "Freeze Partnerships"
So where is the next generation of Family Limited Partnership (FLP) planning
headed? While not new, the concept of using a derivation of the traditional FLP
appears to be making a comeback. The concept of a “freeze partnership” is
again receiving attention as an alternative to the traditional FLP structure. More...
Domestic Asset Protection
If you are reading this page, we are assuming that you’ve already come
to the determination that you need asset protection or that you have clients
that need asset protection. If that is not the case. More...
The IRS has issued two RRs on the taxation of life insurance policies that are sold in the LS market
Part I
Section 72.—Annuities; certain proceeds of endowment and life insurance contracts
(Also §§ 1001, 1011, 1012, 1221, and 1234A)
Part I
Section 101.--Certain Death Benefits.
(Also §§ 263, 865, 1001, 1011, 1012, and 1221)
WEALTH PRESERVATION
Learn more about protecting your assets with these articles:
EDUCATION PRODUCTS
Asset Protecion Products
If you are looking for the most important concepts in Asset Protection, this is where to start! If you need to talk intelligently about protecting your net worth or you are a professional this book is for you!
Asset Protecion Courses
Know what your Advisor knows. Buy our downloadable Asset Protection Planner Course. Protect yourself like the pros!.
Asset Protection in a Nutshell
Clear, concise and straight forward, this e-Book will help you make sound decisions with your business and personal assets..
Protecting Assets - 10 Session Seminar
This downloadable e-seminar will give you straight forward asset protection advice you can implement now! One of the best seminar courses available!
Advanced Estate Planning
The key to a solid Asset Protection Plan is the Estate Plan. This downloadable e-module will help you sort through the many tax mitigation and estate planning strategies helping you make sure your wishes are carried out. Learn succession planning the right way and protect your wealth for generations to come!
