Why choose this powerful Networking Platform? – We utilize a state-of-the-art estate planning and medical preparedness system that is safe, convenient, and very fast. It’s a unique platform that has been three decades in the making. We offer advanced and secure 21st century, interactive software technology where the controls are all right at your fingertips! Life if filled with enough complications already.  We’re here to help simplify your life and your estate planning needs.  

Our allied partnership with ITS allows us to offer you, our client, a revolutionary and advanced multi-functional, Interdisciplinary Network Service Platform (INSP).  Our system utilizes the powerful tool of multi-allied networking relationships.  A unique aspect which unites clients not only with a certified advisor team, but if preferred, also with a qualified attorney from the Legal Network Registry (LNR).  Our documents are already legally codified throughout the 50 states, as well as verified by our Chief Counsel estate planning attorney. Please continue reading to understand other important aspects of why you will want to utilize our revolutionary network service platform for all your estate planning needs.

1) PROTECTION & CONTROL – There are numerous benefits to having a Revocable Living Trust while you are still alive and what you don’t know CAN end up hurting you.  A large percentage of Americans understand little to nothing about living trusts and/or proper estate planning.

Countless American families today pay large amounts in taxes strictly because they do not know any better.  Did you know that having a properly drafted and fully funded living trust will also help to shelter your assets and avoid unnecessary taxation by utilizing multiple Unified Tax Credit benefits?  It can also assist in the avoidance of ruthless creditors and debt collectors who may be trying access the precious assets and bank accounts of your family, children, and/or potential beneficiaries.

When asking others about the benefits of a living trust, the first that usually comes to mind is that trusts are only for the asset protection of large estates.  This is a common misconception. The majority believe that trusts and estate plans are only for the wealthy and the rich, so middle class income families may not typically see or feel the need for one. However, that information is entirely inaccurate.  Living trusts and estate plans are also highly beneficial to those with smaller estates and a minimal amount of assets as well.  Let me tell you why:

Here are some important considerations to keep in mind regarding your assets:  One thing is for certain – Life is filled with unpleasant and unexpected happenings.  We are all mortal, and eventually our lives will come to a close, sometimes well before we hope or expect them to.  If you become legally incapacitated, it means that you are no longer capable of making the important decisions that will protect your family and children.  So the question is this:  Are your family and loved ones adequately protected legally and financially in the event of a premature decease or incapacitation?

If your answer is no, consider this:  Improper management of a family estate results in postmortem loss of control at the time of decease/incapacitation.  Without a proper legal trust or estate plan, your family will be subject to the difficult, lengthy, and expensive process commonly called PROBATE, and also known as ‘conservatorship’.  Probate is a public court process which can potentially cause embarrassing humiliation and privacy violations among grieving family members.  The process can also take months and even years to complete, and much of the estate can be wasted or spent down on unnecessary attorney and court fees.  The final outcome often leaves family disgruntled, angry, and suffering after it’s all over.

Worse, if you are the parents of small or minor children who are without a proper living trust or estate plan in place, you are unknowingly putting your children’s lives and futures in jeopardy, and your children’s care in the hands of a potential stranger!  Should a parents accident or disease cause a premature decease or incapacitation, your children will also be exposed to unnecessary court procedures and even potentially placed in foster care.  It’s a terribly horrific thought.  Nothing is worth allowing that to happen!

The great part is that all these things CAN be avoided with a properly drafted and fully funded living trust in place.  With a Revocable Living Trust in place, not only will you protect your family during, as well as after your lifetime, but you can also maintain a certain degree of postmortem control that will allow your children, grandchildren, and future beneficiaries the safety and security of receiving continued payouts from the estate.   For a very minimal overall cost, we will help provide you with the security and peace of mind that comes from having a properly drafted Revocable Living Trust in place for your family and your estate.

2) CONVENIENCE & ACCURACY – Since we utilize a specialized, all in one Interdisciplinary Network Service Platform, you the client, will have constant contact with your Associate Advisor, your Network Attorney, and 24/7 online access to your Client Console containing your personalized profile.  As an additional bonus option, we can connect you to your choice of a qualified estate planning attorney through our Legal Network Registry (LNR).  Through the help of our team of specialists, we will be able to provide you properly drafted living trust documents that are legally codified throughout the 50 states.

3) ACCESSIBILITY & EFFICIENCY – By logging into your Client Console, you will be able to see exactly what your Associate Advisor and your Network Attorney see.  In addition, through this user-friendly platform, you will have the ability to make changes and adjustments to your family’s estate plan as you see fit and have need.  You can even further simplify by choosing to electronically sign(E-Sign) all of your documents online in the comfort and privacy of your own home and/or office.

4) PROFESSIONALISM & DIVERSIFICATION – We offer the combined experience and efforts by a team and staff of knowledgeable and courteous professionals providing estate planning services for nearly three decades.  The now fully automated online system has been continually expanded and improved upon since 1985.  This extraordinary, turn-key estate planning team is ready and available to effectively serve you, the client, in the most secure and simplistic way possible.  We also understand our clientele will occasionally need more than RLT’s to meet their estate planning needs.  With our advanced estate planning products we offer qualified (and non-qualified) Charitable Remainder Trusts (CRTs), Irrevocable Life Insurance Trusts (ILITs), Family Limited Partnerships (FLPs) and certain Add-on formats/sub-trusts such as Trust Investment Advisor provisions, Qualified Plan QTIP Trusts, Medicaid Qualifying Trusts, Special Needs Trusts, Generation Skipping Trusts, and more.

5) INTEGRITY & CARE – We highly value the relationships built with our clients.  Our team is here to help provide you with the best customer service possible, as well as your satisfaction with the finished product. We strictly adhere to ethical business practices of honesty, confidentiality, character and integrity.  To the best of our ability, our goal as well as our job, is to help properly educate and inform you on the various estate planning options and alternatives that our best suited for your estate, as well as all your family and business needs.  We desire to establish a lasting, long-term relationship with you as our client, and to provide a greater peace of mind for your family, as well as for the future of your estate.

Learn more about the streamlined proficiency and control of our platform by watching this short video on the ‘Estate Planning’ page.