SECURING AGAINST LIABILITY LOSSES AND TAXATION
Estate planning with The Joyner Firm will present multiple strategies to protect the wealth you’ve acquired from losses due to liability and excessive taxation. If your estate is the target of lawsuit or subject to high levels of taxation at the state, federal and local level, The Joyner Firm is here to protect you and your legacy. We are well-versed on the legal strategies that secure wealth from unnecessary loss. We will tailor your Trust to meet your goals for asset protection and succession.
BENEFITS OF TRUST FOR ASSET PROTECTION
Trust can continue to hold your assets or disburse them to your beneficiaries after your passing. A Trust offers protection from lawsuits, creditors and taxes. Effective Trust instruments include:
- Asset Protection Trust
- Medicaid Eligibility Trust
- Qualified Terminal Interest Property (QTIP) Trust
- Life Insurance Trust
The Joyner Firm assist clients with their asset protection by reviewing existing insurance policies and recommending ways to reduce exposure to liability. For self-employed individuals or small business owners, we provide consulting on the advantages of incorporation for securing your assets from claimants and creditors.