We are pro-active in setting up asset protection vehicles such as corporations and LLCs
• Your hard-earned assets can be wiped out by lawsuits against you or your business.
• We help shield your assets from frivolous lawsuits.
We Work With Estate Lawyers To Set Up Living Trusts And Last Wills and Testament
• Assets of individuals who die without a living trust are probated before a judge.
• The probate court decides who gets what assets which may not be what you want.
• In other words, the judge, not you, decides what part of your estate goes to which beneficiary.
• We coach you how to avoid probate.
Protect Yourself From Lawsuits, Probate, and Other Threats
• Create a living trust.
• Consider corporations, LLCs, and irrevocable trusts to protect your assets and life insurance.
• Operate your business as corporation or LLC instead of exposing yourself as a sole proprietor.
Avoid Or Survive IRS Audits
• Conserve your assets by avoiding cash-depleting audits.
• Avoid IRS audits with proper recording of revenues and expenses and organized filing of records.
• Survive IRS audits with proper presentation focusing on credibility.
• Audit-proof your income tax returns by removing audit red flags.
• Minimize your audit profile by avoiding traps that draw IRS attention.
Irrevocable Life Insurance Trust
• Would your beneficiaries have to sell assets to pay estate taxes upon your death?
• Could immature wasteful beneficiaries waste life insurance proceeds upon your death?
• We help ensure that life insurance proceeds help pay for college and health costs for your children and grandchildren.