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Trust and Estate Planning

Where the optimization of Asset Protection and tax mitigation meet.

Estate Planning functions as a tool of Wealth Preservation.

Education and qualifications alone are not enough to be considered an Estate Planning expert. Estate Planning requires a team of speciality experts who have access and working knowledge of the legal tools available for Asset Protection and understaning of the vastness of opportunities existing within the Internal Revenue Tax Code (IRC).

Whether you are an advisor seeking collegues with expertise as peer-to-peer continuing education or a client beginning the journey to protect your estate and accumulate wealth, Strategic Advisors is available to provide your best options.

Recommended Products

Irrevocable Life Insurance Trust $2450
An irrevocable life insurance trust (an "ILIT") is an irrevocable trust created for the principal purpose of owning a life insurance policy.

Charitable Remainder Trust - CRT $1900
A Charitable Remainder Trust may be used in an estate plan for asset protection purposes and to mitigate or reduce taxes.

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Advisor Protection Blogs

China Tax Roundup: Real Estate, Social Security, and Mooncakes

BY Laurence E. Lipsher - Foreign Affairs

Second Passport

BY Michael B. Nelson, Esq - Foreign Affairs

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Wealth Preservation

JAN 01

Asset Protection Risk Analysis

Online

Take the risk analysis to find out your exposure to creditors and litigators. Isn't it worth 5 minutes to find out how much risk you really safe?

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Best-Selling Strategy Guide

The Doctor's Guide to Wealth Preservation

$49.95

One attitude that cannot be tolerated in medicine is a lack of care or apathy. We feel physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.

Written by the foremost expert in the country!

Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas

►Asset Protection

►Estate Planning

►Income Tax Reduction

►Financial Planning

►Office Management

►Corporate Structure and Protection Structures

Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.

Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.

Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

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Popular Courses Modules

Asset Protection Planning I

downloadable PDF Course

Asset Protection Planning Part 3 concentrates on the protection of personal residence, business acco ...

Course Details

Captive Insurance Companies

3 Weeks Course

Would you like to remove a dollar from your company, and even better, a tax deductable dollar and pu ...