Asset Protection / Tax Savings

Powerful Strategies to Help Give You

And Your Family Greater Security,

Help You Accomplish Your Financial Goals,

And Provide Extreme Protection For All Of Your Assets.

 

Take your time to read through any or all of the information and reports
to help you get an understanding of our unique, powerful trusts.
When you're ready, schedule a free consultation to learn more
and see if we can provide an advantageous solution for you.

 

We provide a trust structure with our unique, copyrighted trusts that accomplishes two important strategies for greater security and enhanced financial gain:
  1. Asset Protection: Our beneficial trust provides extreme asset protection, as strong as Asset Protection Trusts costing several times as much as ours that have no tax benefits.
  2. Ability to reduce, and sometimes eliminate taxes on passive earnings, such as gains (from RE, crypto, stock market and trading), royalties, interest, leases and rents.
 
Our Beneficial Trust can:
  • Buy / Sell / Hold / Lease assets, all without incurring taxes on earnings
  • Pay all expenses related to trust assets – mortgages, prop taxes, insurance, repairs and maintenance, vehicle expenses, trust related travel, etc.
  • Pay all the health and medical expenses for beneficiaries and trustee(s)
  • Pay all educational expenses for beneficiaries
 
Fully Compliant:
Our trusts are fully compliant with the Internal Revenue Code and follow the exact letter of the law; we do not engage in “loopholes” or other fancy tricks. They can operate in any state and in many countries throughout the world. With 70 years of history and almost 80,000 of our trusts created during that time, clients find them easy to establish and maintain. As well, they are PRIVATE. Our trusts will have an EIN and file a 1041 Federal Tax Return every year.
 
One of the most fundamental American rights is our “right to financial privacy.” The best time for estate planning and asset protection is when your assets are growing or already significant, and certainly before a crisis overtakes you. Our trust structure provides a sure and safe road to freedom providing the ultimate in tax advantages, asset protection and privacy. PLAN FOR LIFE is licensed directly by the copyright holder, Benson Financial, LLC, to make these Trusts available to you.
 
The unique strategies we provide are a proven, safe method to generate the ultimate in tax advantages, asset protection, and privacy. While they have been one of the best-kept secrets of wealthy, financially sophisticated Americans for decades, you have the opportunity now to employ these same strategies for your own planning, security and financial advantages. Let's have a chat so that you can determine if our strategies might be right for you.

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