Aug 8, 2009

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Will You Prevail After Your Passing?

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Will the Heirs that you choose really be the ones to receive the assets that you direct?

How will you be sure when you can not function in a lead capacity?  This is the advantage of a corporate Trustee over your Trust Assets. Setting up a Trust vehicle to hold and disperse estate assets before or after your passing can ensure that only those named Beneficiaries will receive the designated property.  As you may know, through a will all known heirs will have a claim to the spoils of the estate after all debts are paid.  Worse yet, if you die intestate, the Probate Court will decide who can be recognized as a per stirpes heir to be granted a cut of pie and if minor children are involved, who would be granted custody.  As you can see, when sizable estates are involved, things can get very messy very quickly.

How to Build Wealth in the 21st Century

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The Trustee of Your IRA Trust

…is directed by the owner of the Self Directed IRA(you) to execute the the Letter of Direction on your behalf according to the tax regulations covering allowable transactions and qualified persons or entities.  Using this type of investing vehicle can maximize the flexibility and privacy that astute investors seek.  Just to clarify, this qualified plan, the Individual Retirement Account (including Roth IRA) and the 401K, Roth 401K, and 403B Plans are regulated under the U.S. Internal Revenue Code.  You may have a pension scheme set up in another country which may allow similar personally controlled investment in the types of income producing vehicles that you may be familiar with.  In other words your retirement plan could be “the Bank” for experienced entrepreneurs for higher yields than CD’s are paying now and extremely shorter time periods to build up your nest egg.

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