“The ancient Egyptians built elaborate fortresses and tunnels and even posted guards at tombs to stop grave robbers. In today’s America, we call that estate planning.”– Quotation from Committee Chairman Bill Archer, House Ways and Means,…
Author Archives: Ken
The VERTEX TRUST® is an Irrevocable Domestic Non Grantor Trust for deferring capital gains taxes on highly appreciated asset(s) up to 20 years within the United States; 30 years or more, if your transaction is taken internationally. “Defer…
T. S. Eliot said:”Never confuse information with knowledge.”
Information: More than 80,000 lawsuits are filed daily in the United States. Holding any asset in your name or jointly… is extremely, extremely risky.
Knowled…
27
Jan
Jan
A simple will, just isn’t enough!
Your government wants two-thirds (2/3). Rocco Beatrice
You will need more estate planning under the new 2001 Tax Act. The dreaded phase-ins have created a double layer of laws affecting (…
ULTRA TRUST™ – What’s a Trust?
A “TRUST” is nothing more than a “CONTRACT.”
The purpose of a TRUST is to create an “Artificial Legal Person” to protect, hold, and manage your private wealth for the benefit of your heirs.…
26
Jan
Jan
ULTRA TRUST® – Medicaid Benefits
“The Deficit Reduction Act of 2005 (S.1932) [DRA]” signed by the President on Feb. 8, 2006. The Act established a June 30, 2006 deadline for the Secretary of Health and Human Services (HHS) to rele…
26
Jan
Jan
Watch the video on Living Revocable Trust
Like this video? Subscribe to our channel.
A Living Trust or Revocable Trust, or a Revocable Living Trust, are the same Trust. The word “revocable” says it all. The…
26
Jan
Jan
Watch the video on Getting Sued Hiding Assets
Like this video? Subscribe to our channel.
You just had a car accident causing a fatality or a disability. You are handed a ticket and released with a warning n…
26
Jan
Jan
Watch the video on Offshore Asset Protection
Like this video? Subscribe to our channel.
The litigation explosion are forcing professionals and small business owners to focus on ways/strategies to protect their s…
26
Jan
Jan
What’s an asset protection trust? What’s a Trust?
Watch the video on Asset Protection from Medicaid
Like this video? Subscribe to our channel.
The Deficit Reduction Act of 2005 established a June 3…