We provide a simplified asset segregation system that is easy and
convenient for clients to use and understand. Our basic system consists
of a Family Limited Partnership to hold assets that are not prone
to producing liability, a Qualified Personal Residence Trust to
hold your principal residence and/or vacation home, a Limited Liability
Company to hold dangerous assets and a Revocable Living Trust to
hold all your "insulated and protected" assets, thereby
avoiding probate at your death. We provide this system for a flat
fee of $4750.00 if you already have a living trust
and for $5850.00 if you need a living trust. Our
typical client is married, has 2 or more children, a home they do
not intend to refinance, and an overall estate value of $1.5 million
or more, or they are or have been involved in liability producing
activities and need to legally protect their assets from potential
liability. The Basic Asset Segregation System can be modified as
needed to apply to the client's specific situation.
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