Asset Protection Checkup
Do You Need an Estate and Asset Protection Planning Check-Up?
As a general statement, most of the general public do not have a proper asset protection plan.
The following are statistics when looking at a group of ten.
- 1-2 will NOT have a simple will
- 5-6 will NOT have Durable Powers of Attorney
- 5-6 will NOT have marital living trusts
- 9-10 will NOT have an LLC
*Statistics provided by the Wealth Preservation Institute
The Importance of Estate Planning Documents
Estate planning documents are crucial to ensure your assets are protected and your wishes are respected.
You need:
- A will to specify guardians for minor children and distribute assets
- Durable Powers of Attorney to make life-sustaining decisions and sign legal documents
- Living trusts to maximize estate tax exemptions and avoid probate
- LLCs for asset protection, centralized governance, and estate tax purposes
Protection from Lawsuits
If you:
- Own real estate or investments in your own name
- Have significant equity in your personal residence (outside of TX or FL)
- Own boats, wave runners, or other assets without an LLC
You need an asset protection check-up.
Protection from Stock Market Losses
If you:
- Invested in assets at risk to stock market losses
- Lost assets in previous market crashes
- Lack guaranteed wealth-building tools
You need a check-up to learn about unique wealth-building tools to reach your financial goals with minimal risk.
Protection from Long-Term Care Expenses
Most people are unprepared for long-term care expenses.
Our firm can help you:
- Outline and address asset and estate planning needs
- Grow wealth in a low-risk manner
- Cover future long-term care expenses
*Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract
If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please email us at hello@vestedsecuredwealth.com or call us at 203-594-8108. To sign up for a free consultation or to just get more information click here.