Wealth Preservation and Estate Distribution Planning

 

In the Wealth Preservation and Estate Planning segment of our services, we provide guidance to Clients who wish to:

 

  • Minimize the potential Federal Estate Tax levied upon their estate

  • Organize the passing of assets to:
    - Children
    - Grandchildren
    - Relatives
    - Special Needs Persons
    - Religious Institutions
    - Other

  • Arrange for the protection of Heir’s assets from the claims of others

  • Arrange educational trusts

  • Provide liquidity to the Estate or Individuals through Life Insurance 

  • Provide tax free cash to pay the cost of Long Term Care at home or in a facility through Long Term Care insurance

 


National Financial Advisors Ltd.
Partnering with you to help protect your assets and achieve your financial objectives

 

 

*Asset protection plans should be developed and implemented before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer.  Proper structure of these assets in imperative, please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets.  Please note that laws are subject to change and can have an impact on your asset protection strategy.

 

•• To ensure compliance with requirement imposed by the IRS user Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code, (2) promoting, marketing, or recommending to another party any matters addressed herein.

 

Neither Woodbury Financial Services, nor its registered representatives or employees, offer tax or legal advice. For assistance with these matters, please consult your tax or legal advisor.