What’s an asset protection trust? What’s a Trust?
Watch the video on Senior Medicaid Asset Protection
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As tax preparation time begins, many seniors are ask…
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Author Archives: Ken
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Watch the video on How to Hide Assets
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In social functions, I always get asked about How to hide assets. From who are you trying to hide your assets from? Is there a legitimate…
Actual testimonies and reviews of previous clients on how the Ultra Trust® successfully protected their assets
Greg P., Grays Harbor, WA
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Elizabeth O., Memphis, TN
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Derivative Financial Instrument® is our proprietary financial consulting service designed to align precisely with your estate planning objectives. This specialized strategy assists in structuring your estate plan to avoid triggering:…
Watch the video on Protect Assets from Nursing Home Costs
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Protecting assets from nursing home costs is the latest challenge for seniors where government is demandin…
Watch the video on Hide My Assets from Medicaid 3 quick tips
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What Seniors Ask Me About Medicaid and Asset Protection
At social gatherings, the question alwa…
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Best Ways to Protect Your Assets from The Medicaid Spend Down
One the best ways to protect your assets from the Medicaid spend down (i.e. avoid the 5-year look back rule) is to utilize the best irrevocable trust in America – the Ul…
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What’s Probate?
Watch the video on What’s Probate? Avoid Probate & Estate Taxes with Trust
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“The Probate Process is a RE-DISTRIBUTION of Your Wealth by the Judicial…
22
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Jan
Estate Planning & Trusts: Items Included in Your Estate for Estate Tax
Watch the video on estate planning and trusts
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Key Legal…
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Some benefits of limited liability company are asset protection, real estate investments to form REIT, estate tax planning, assist with eliminating probate, charitable gift giving, 1040 tax flow through benefits, multistate operations and…