For peace of mind and financial security.
Why Most Everyone Needs a Trust:
Planning, Protection, Privacy, Safety, Savings, and Security
If you are concerned about protecting your loved ones, parents, children, grandchildren, your retirement, an exit plan for your business, consider setting up a personal, private trust strategy:
YOUR SOLUTION –“ The Private Asset Protection Trust”
- Protects real estate, investments, and retirement assets from legal attacks
- Protects your finances, and keeps beneficiaries private
- Protects you and your business from legal attacks
- Protects guardianship of pets and provides for their care
- Eliminates family conflicts and disputes with friends
* Helps children and grandchildren qualify for grants and student loans
- Protect life insurance and annuity cash values from legal attacks!
- Provides for larger private gifts and charitable contributions
* Protects you from losses due to identity theft
- Prevents loved ones from being forced to live somewhere against their will
- Prevents a conservator from spending your assets or modifying your Estate Plan against your wishes
- Eliminate or disinherit unwanted relatives, or others, from your assets.
- Eliminate publicity and enjoy greater personal privacy.
- Eliminates court appointed Guardianship and avoids estate taxes
* Eliminates probate, attorney’s fees, legal disputes, and court costs
- Avoids nursing home spenddown and future attacks on children’s assets Eliminates the need for a pre-nuptial agreement for existing assets
- We provide a no-obligation review of your current estate plans and asset protection plans to make sure they will do what you want them to do.
- We have 30 years of experience with estate planning and trust strategies.
- Our client’s satisfaction is
www.TrueTrust.com/Brochure.pdf
www.ProtectionBook.com
Free 20 minute introductory consultation
Blumenthal & Associates
www.ba-group.com
Phone: (831) 206-2971
[email protected]