Advanced Legal Planning

It is difficult to say exactly where the line should be drawn between “ordinary” legal planning and “advanced” legal planning.  There are so many different levels of competency in each of the different areas.  For instance, the basic or “Foundation” estate planning that Advanced Legal Planning does with a Revocable Living Trust centered estate plan deals with and plans for some very complex and advanced issues.

There are some topics, however, that it is easy to identify as either requiring an advanced understanding or only used for very wealthy clients or both.  All Advanced Legal Planning topics should be discussed with competent legal and financial professionals before proceeding.  This section of the website will touch upon the following Topics:

Charitable Planning
This web site has an entire section on Charitable Planning.  Some of the topics mentioned are basic.  However, most of the charitable tools presented require an advanced understanding and constitute Advanced Legal Planning.

Planning With Retirement Assets (IRA, 401(k), 457)
Learn how to stop the IRS from getting your children’s inheritance, how to maximize tax deferred growth, and minimize tax consequences

Off Shore Planning
Learn how to get maximum Asset Protection, Tax Benefits, and be able to find new ways to pass on your wealth outside of the gift tax laws.

Premium Financed Insurance
Find out how one of our clients got 13 ½ Million dollars in life insurance for only one hundred dollars ($100.00).