For many an estate plan is a necessity. It should be for most. If you own rental property, it is a must in almost every case. Protecting your assets isn’t complete unless asset protection is integrated into an exceptional Estate Plan. Whether your estate plan requires extreme complexity or is basically simple, you deserve the best protection.
Let’s start with some questions and comments:
- Do you have an estate plan in place? If you have an estate plan, have you out-grown it?
- Do you need an advanced estate plan to ensure your estate is not depleted by estate taxes and is safe from the liabilities of your beneficiaries?
- Dynasty Planning – Ensure your estate follows your bloodline and goes to intended, rather than unintended, beneficiaries.
- Value Transfer – Are you transferring your values along with your wealth? Does your estate plan ensure your wealth is a blessing, not a curse to your children and grandchildren?
- Liquidity – Is your estate structured so your heirs will not have to fire sale your rental properties in order to raise the funds necessary to pay estate taxes due within 9 months of death?
- Asset Protection – Does your trust keep your wealth safe from the creditors of your children and grandchildren?
- Care of Surviving Spouse – Does your trust protect all of your estate from those who may take advantage of a surviving spouse and steer your wealth away from your children?
- IRA Trust – “Stretch and Protect” your IRA for your children and grandchildren.
- Disinherit the IRS move – Eliminate estate taxes
- Sam Walton Move – Maximize the opportunity you have in a down real estate market to grow your real estate holdings outside your taxable estate
An estate plan by its very nature is very personal. Information and education can be delivered in a public venue and we have done so in the educational areas of this website. Discussions about your estate plan are very private and the only way to keep it private is to keep it between you and your attorney that assist you in developing your estate plan.
At ARPOLA, we believe the best strategy is to use the same attorney to develop both the asset protect and estate plans as they best accomplish their objectives if completely integrated. Also, regardless of the complexity of your estate plan, you should have access to all the advanced tools of ultra successful individuals. Our strategic business associate, Bethea, Gillette, Johnson and Phelps, PLC, takes the complex and makes it easy for you to understand and places the advance strategies of the very wealthy in your lap. Not like strategies, the exact same ones at an ARPOLA price.
If you are ready to proceed, you need a complete consultation by a partner in the law firm of Bethea, Gillette, Johnson and Phelps, PLC where it is guaranteed that you will fully understand the asset protection and estate planning you need and why. No more questions! Plus you will be fully educated, so you can make a completely informed decision about your asset protection. This consultation last about three hours and may be scheduled through the Member’s Area of this website.
