What’s an ULTRA TRUST®… and how do I get one?

The ULTRA TRUST® is a powerful new asset/wealth protection devise, meticulously crafted and engineered to hold your primary residence and all your other significant valuable assets, with total positive income tax benefits, i.e. real estate tax and mortgage interest deduction on your Federal form 1040.

Legally, disinherit the government. They will receive no Federal estate taxes. Period! ONE SIGNATURE, ONE DOCUMENT, The ULTRA TRUST® will insulate you from potentially harmful lawsuits, eliminate the probate process and all inheritance taxes on your estate.

The ULTRA TRUST® when properly implemented by a knowledgeable professional, is simple to put in place, inexpensive, with no dollar limitations. It eliminates the need for a separate insurance trust. It holds your investments, other real estate, title to your automobiles, significant if you have minor age drivers. It may defer capital gains taxes, for up to 20 years.

If you have ever considered how to protect yourself from frivolous, or ill motivated, expensive lawsuits, the ULTRA TRUST® is a powerful tool. Put knowledge to work. Call me at (508) 429-0011 for a no charge, no obligation, productive discussion of your needs. Years from now, you’ll look back on one of the wisest decisions you ever made.

The ULTRA TRUST® when combined with a Limited Liability Company is a financial asset protection fortress; you can become judgment proof.

We have prepared a concise report on the legal and tax benefits of the ULTRA TRUST® including all the Dreaded Phase-Ins of the 2001 Tax Act. For your detailed report and see if you qualify for the ULTRA TRUST®

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