What We Do
Basic Estate Planning
Click 'Download Report' above to have a copy of The Living and Legacy Documents. It simple and clear. It explains all the documents that are part of the basic estate planning package. You can download a questionnaire that will prompt you for the information necessary to get started.
Maximize the benefits of entity planning using limited liabilities companies, corporations, etc. to minimize risks:
* Corporate Veil for business and investment risk
* Charging Order Only Protection from personal creditors and partners.
* Tax minimization
Once your basic estate plan is in place, there may other planning that you may want to consider, such as:
* Utah Domestic Asset Protection Trust
* Special Needs Trust
* Medicaid planning
* Post-nuptial Agreement
* Other trusts for capital gains tax planning
* Charitable Giving
Advanced Self-Directed IRA / 401(k) LLC
INVESTING FREEDOM. Get the maximum control of investing your IRA or 401(k). You can continue to invest in stocks, bonds and mutual funds, but you can also invest in Real Estate, Gold and Silver, Cryptocurrencies, private companies, private notes and mortgages, option strategies, partnerships, etc. You, as the manager of your the LLC owned by your IRA make all the decisions with check-book control of the funds. No tax returns. One low administration fee.