TRUST
You can protect your assets from creditors by transferring them to a well-drafted trust, and you can protect your beneficiaries from claims of creditors and predators by keeping those assets in trust over the beneficiary’s lifetime. Trust estate means the determinable and beneficial interest of a beneficiary or principal in trust funds but does not include the beneficial interest of an heir or devisee in a decedent’s estate. Legally speaking: it is a legal agreement or a fiduciary relationship between two parties in which the third party, i.e. the beneficiary, gets the benefit.
Blog & Articles upon the "RETIREMENT".
FINANCIAL FREEDOM
Meeting your obligations without relying on a paycheck. Having sufficient enough balance income to cover your living expenses. It is not about being rich and
LIFESTYLE PLANNING
Creating a lifestyle map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance
BUSINESS TRANSITION PLANNING
Business transition planning is a business strategy. It is all about creating, harvesting, and preserving the value of the business during a successful transition. Every
DEBT FREE
When you have no debt, your credit score and other indicators of financial health, such as debt-to-income ratio (DTI), tend to be very good. This
Estate
An estate comprises all of an individual’s assets, including investments, land, cash, and possessions. Estate planning is the process and management of how assets will