The 4 Essential Elements:Legacy Preservation
We look at our financial life in two phases; one while you are living and the other when you are not. We refer to these two phases your life and your legacy. Think of estate planning as asset protection once you are no longer physically able to make choice and decisions. The goal of estate planning is to ensure that what you will always be in control of your wealth, while you are still living and after you have passed on.
The 4x4 Financial Independence Plan
The Smart Legacy Plan Organizer
Charitable Trusts & Annuities
Deferred Sales Trusts
Micro-Captive Insurance Companies
Retirement Plans (Company Sponsored) Pension & Profit Sharing Plans - The Super(k)
Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's
Delaware Statutory Trusts
Insurance-Long Term Care
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
The material in this section is designed to help you both grow and maintain your Estate Plan so you can live more independently!
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