How to Protect Your Assets

Think you have to be super rich to plan for the future or protect your assets with a trust?

Think again.

Lots of people are under the impression that trusts are only a useful tool for the wealthy. But that’s not true.

While trusts are regularly used by the wealthy, an irrevocable trust can actually be a useful financial tool for anyone (no matter what your net worth is.)

But not just any old trust will do…

An irrevocable express trust is the BEST secret financial weapon you can have to protect your assets.

Why, you ask?

Because this type of trust offers the MOST BENEFITS, flexibility and legal protections of all trust and business entity types.*The few benefits mentioned in this email is just scratching the surface.

The right type of trust will also help to protect your finances—and your loved one’s finances—even after you’re gone.

So what kind of benefits are we talking about?

With a private irrevocable express trust, you can:

► Protect Your Assets! (Both Big and Small). By placing your assets in a trust, you remove any ties to yourself on paper but (as trustee) remain in complete control of what happens with the assets.

“Own nothing – control everything.”

Protect assets held in trust from beneficiaries’ creditors by placing your assets in a trust. Any creditors who come after your estate will be out of luck. You no longer own it on paper—which means the creditors can’t touch it.

► Manage and Control Your Estate
By placing the assets you plan to hand down to your loved ones in a trust, you decided how they’re disbursed—and when. You set the rules for how they get their inheritances.

By doing this, you can protect the recipients of your estate from their own lack of experience, poor judgment, immaturity, or their tendencies to waste or spend excessively.

► Avoid Probate
One of the main benefits of a trust is that it allows your assets to be distributed to the right people without the hassle, reduced inheritance and wait of probate.

No outsiders can access the information on the trust document—and that includes the courts in nearly every situation.

► Provide for Beneficiaries
If you have loved ones who you want to provide for after you’re gone (especially those requiring long-term care or special needs), a trust will allow you to do that. You set the terms, requirements, and other parameters that you want met.

► Reduce Your Assets on Paper
Qualifying for key benefits, like Medicaid or Medicare, can be difficult if you have too many assets. But you can lower your assets to be below the right threshold by placing them in a trust.

You’ll qualify for your benefits—but will retain control of what you worked to earn.

► Reduce Your Tax Liability
What you may not realize is that there are numerous tax benefits to placing what you own in a trust. By doing this, you give ownership to the trust, removing your tax liability from the situation. Plus, you can use a trust to shelter assets from estate and transfer taxes, too.

A private irrevocable Bulletproof Trust will protect your assets no matter what life has in store – whether economic recovery or recession, your wealth (no matter the size) will remain private & protected.

But none of it’s possible though without the right trust in place.

  • The process is FREE & legal to do
  • It’s easy to learn
  • It’s FAST to do
  • Remove up to 100% of your income tax liability!

Your friends in finance,
Private Wealth Academy

Subscribe For More Secrets of The Elite

Get the financial secrets and plans of the elite – before the rest of the masses find out!

Invalid email address

Posted

in

by

Comments

Leave a Reply