Asset Protection

RETIREMENT ACCOUNTS

Guidelines: For Clients with annual gross income (exclusive of home, home furnishings and automobile) of at least $70,000 ($85,000 if residing in CA); or a net worth of at least $250,000(determined with the same exclusions) ($200,000 if residing in CA), OR, live in Kentucky, that is an “Accredited Investor”.

Self-Directed IRA

$0

We assist you in establishing a new self-directed IRA with uDirect, our preferred self-directed IRA Custodian. Free

Additionally, there is a one-time custodial account set-up fee of $100, which will be deducted from your NestEggVault IRA once it is set-up. Thereafter, there is an account maintenance fee which is fixed at $45 per quarter regardless of how many transactions you place within you IRA during the year.

Open a Retirement account


NestEggVault IRA LLC (Checkbook Control)

An IRA LLC is a legal entity that can purchase assets outright, allowing you the freedom to direct your retirement funds.  When you use an LLC in your IRA, you have direct access to your IRA funds, which makes this a popular strategy among real estate investors, who often need quick access to cash for maintenance and repairs.

  • Checkbook Control provide flexibility and closer control of self-directed IRA funds
  • IRA LLC is a legal entity that can purchase assets outright, allowing you the freedom to direct your retirement funds.

$1695

Simple User-Guide, Articles of Organization, *Customized IRA LLC Operating Agreement, Federal Identification Number, Prohibited Transaction Overview, Banking Instructions, Registered Agent Services,  Annual Report Managed Services.

Start your IRA LLC


BUSINESS PRODUCTS AND SERVICES‎

LLC (Limited Liability Company)

A limited liability company is a hybrid type of legal structure that provides the limited liability features of a corporation and the tax efficiencies and operational flexibility of a partnership.

The “owners” of an LLC are referred to as “members.” Depending on the state, the members can consist of a single individual (one owner), two or more individuals, corporations or other LLCs.

Unlike shareholders in a corporation, LLCs are not taxed as a separate business entity. Instead, all profits and losses are “passed through” the business to each member of the LLC. LLC members report profits and losses on their personal federal tax returns, just like the owners of a partnership would.

  • The easiest, most flexible way to launch your business
  • Shield your personal assets from business liabilities.
  • The flexibility to run your business as you wish.

$249

Formation Preparation & Filing,  Verify Name Availability,  Federal Tax EIN,  Kit & Seal Certified Copy of State Documents  $249 + state filing fees

Start your LLC


TRUSTS‎ & ESTATE PLANNING

Guidelines: Use a Revocable Trust, if the net estate is worth more than $3000. Use a Family LLC, if business interest is more than $5000.  Self-settled trusts are ONLY permitted in the of states, including Wyoming, Delaware, Alaska, and Nevada.

Revocable Living Trust

A Revocable Living Trust is a popular alternative to the traditional Will as the main component of an estate plan. The Revocable Living Trust is best known as a probate avoidance tool.  Assets titled in the name of a Revocable Living Trust bypass the court-supervised probate process upon the death of the owner.
 
Potential benefits include:
  • Avoid probate and lengthy and expensive court proceedings.
  • Keep your personal and financial matters private.
  • Keeps your affairs in order if you become incapacitated.
  • Better coordination of assets with life insurance and retirement accounts

$199

Create your Living Trust


Irrevocable Life Insurance Trust (ILITs)

Potential benefits include:
  • ILITs can keep the value of life insurance proceeds out of your taxable estate.

$189

Create your Life Insurance Trust


IRA Protection Trust

Potential benefits include:
  • Beneficiary receives a much larger inheritancby leveraging the income tax deferral over a long period of time.
  • Beneficiary inherits an asset that is protected in all 50 states from ex-spouses, personal judgment creditors, and bankruptcy trustees.
  • Account owner can establish a post-death contingency plan for the IRA assets in the event of a beneficiary’s premature death, divorce, or extended mental incapacity.
  • Account owner can redirect remaining balance at surviving spouse’s death to account owner’s children from a prior marriage, rather than spouse’s children or new spouse.

$179

Create your IRA Protection Trust


Family LLC ( Family Limited Liability Company)

This is a form of business or investment entity ownership, which seeks to provide its owners (“members”) with enhanced protection from creditors and, in some cases, substantial estate and gift tax savings.

An active business is not required; rather any person may transfer personal investments to a LLC and qualify to receive the same asset protection benefits as a business owner would. A family LLC is established just like a regular LLC except that participation is limited to persons related to each other by blood or marriage.

Typically a family LLC would own rental properties, brokerage accounts, and all or a portion of the family business; however, a LLC may own almost anything. *An exception is a personal home.

 
Potential benefits include:
  • Shield your personal assets from business liabilities.
  • The flexibility to run your business as you wish.

$949

Formation Preparation & Filing,  Verify Name Availability, *Customized Family LLC Operating Agreement,  Federal Tax EIN, (4) Irrevocable Trusts, Kit & Seal Certified Copy of State Documents $949 + state filing fees

Start your Family LLC


Buy-Sell Agreement

  • Protect business owners when a co-owner wants to leave the company (and protects the owner who’s leaving).
  • Buy-Sell Agreement is a great way to value a company, allowing owners the chance to discuss and vote on how a reasonable price for the company should be calculated.
  • Prevent a business from getting tied up in bankruptcy court, the owners can sign a buy-sell agreement that requires a co-owner to notify other co-owners before filing.

$99

Create your Buy-Sell Agreement


 

Have questions? Give us a call

(855) 438-8269