ESTATE PLANNING

The purpose of Estate Planning is to help individuals preserve and protect wealth. Whether you’re an individual who is already wealthy or an individual that is just starting to build wealth, it is necessary to have a custom tailored asset management, estate and business plan(s) in place. Your Estate Plan should be customized to your unique goals and objectives in order to effectively protect your assets and your family. It should also include wealth transfer strategies that will minimize or eliminate estate taxes for your estate and income taxes for your beneficiaries.

Did you know that only 1 out of every 100 people have an up-to-date and properly structured Estate Plan? In fact, most people spend more time planning their vacation each year than they do on their financial and estate plans. Does this sound familiar?    

Let’s consider a few questions:

• Do you have an estate plan?
• If you do have an estate plan, is it up-to-date?
• Are your assets preserved and protected from the claims of contingent, unknown, unforeseeable, or overzealous creditors? 
• Does your estate plan address your greatest concern for what would happen to your family, if something were to happen to you?
• Do you know exactly what would happen to your family if you didn't wake up tomorrow?
• Do you know exactly what would happen to your family if you became permanently disabled tomorrow?

If you answered no to any of the above questions, QuadWealth has strategies to help you properly preserve your assets and protect your family.

Estate Planning & Asset Protection Considerations for Individuals:

• Estate Planning and Wealth Preservation
• Wills
• Living Wills and Power of Attorneys
• Guardianships
• Probate
• Trusts, Asset Protection from Creditors, and Family Limited Partnerships

Estate Planning & Asset Protection Considerations for Businesses:

• Business Organization and Counseling
• Start-up Companies
• Business Law/Transactions
• Investing in Companies
• Private Debt and Equity Investments and Financing
• Preparing, Reviewing & Negotiating Business Contracts and lease agreement
• Tax Planning
• Nonprofit/Private Foundations Law

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Disclaimer: QuadWealth does not provide any legal advice to clients regarding estate plans and does not require that clients use particular estate planning attorneys. A client’s estate plan will remain confidential between the client and his/her estate planning attorney.