Since 2001, we provide tax expertise & strategies for: Individuals, Corporations, LLCs & Trusts.

Estate,Trusts & Asset Protection

Asset Protection

Asset Protection Planning NYC/NJ Protect Your AssetsWhat is Asset Protection?  In a nutshell, asset protections is when you need or want to protect your assets or property from legal problems and taxes during your life and after your death.  Assets Protection Plan may shields some, most or all of your assets from liabilities, judgments and creditors claims. 

Creating a comprehensive asset protection plan is a complex and challenging task.   The plan not only needs to be properly structured, but it needs to be properly implemented.  Whether it is an LLC, LFP, Trust, Corporation or some other asset protection vehicle, we can help you in designing your asset protection strategy and advice you what most appropriate course of action to take.

Estate Planning & Preservation

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Statistically, beneficiaries of estates that did not have any estate planning, have received 40 cents or less on a dollar from the estate assets left after death. Do you want your family and loved once to get that? Put these two words together, THE and IRS (THEIRS) and not yours; that’s what would happened with your estate assets and wealth accumulation without proper asset protection and estate planning strategies.


Through estate and inheritance planning, you can determine:

  • Who should be responsible for taking care of your minor children if you become unable to care for them yourself?
  • What are your assets and what is their approximate value?
  • How and by whom your assets will be managed for your benefit during your lifetime if you ever become unable to manage them yourself.
  • How and by whom your personal care will be managed and how health care decisions will be made during your lifetime if you become unable to care for yourself.
  • When and under what circumstances it makes sense to distribute your assets during your lifetime.
  • How and to whom your assets will be distributed after your death.

Risk Management

nyc life insurance planning nj life insurance term life insurance protectionLife Insurance plays a crucial roll in your wealth and asset protection planning, creation and preservation.   There are many life insurance products in NY and NJ State that include but are not limitted to: Whole Life, Universal Life, Refundable Term Life Insurance and more. Give us a call and we will let you know what type of insurance product you need and how it can benefit you.

An average consumer doesn’t understand how to analyze and evaluate their life insurance policies. Did you know that there are many insurance products that have different costs and fees that change periodically?  A policy that you purchased several years ago might not be the right choice today.  The cost and fees do change even in a life insurance that’s already been purchased. So how do you make sure that you are not overpaying for your life insurance protections?  That’s where we come in. We can provide you with life insurance analysis and advice you  on how much your policy really costs today.

We can review your life insurances coverage to ensure you’re covered appropriately and your family is protected

 


1501 Broadway 12th Floor
Manhattan, NYC, 10036 USA
(212) 465-3337