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Fundamental Planning, LLC

Trust & Estate Strategies. It isn’t a question of if you will be sued, but when you will be sued. Asset protection is the process of utilizing available planning techniques to preserve and protect accumulations of wealth from the myriad of potential claims arising. During the 2008-2009 market collapse, not one of our clients lost a dollar! Over the past few years 50 to 70 percent of retirees have worried about outliving their retirement savings. This. Trust and Estate Strat. Trust and Estate Strategies.

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Fundamental Planning, LLC | fundamentalplanning.com Reviews

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Trust & Estate Strategies. It isn’t a question of if you will be sued, but when you will be sued. Asset protection is the process of utilizing available planning techniques to preserve and protect accumulations of wealth from the myriad of potential claims arising. During the 2008-2009 market collapse, not one of our clients lost a dollar! Over the past few years 50 to 70 percent of retirees have worried about outliving their retirement savings. This. Trust and Estate Strat. Trust and Estate Strategies.

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3 wealth preservation

4 retirement planning

5 estate planning tools

6 asset protection

7 previous

8 next

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10 twitter

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Fundamental Planning, LLC | fundamentalplanning.com Reviews

https://fundamentalplanning.com

Trust & Estate Strategies. It isn’t a question of if you will be sued, but when you will be sued. Asset protection is the process of utilizing available planning techniques to preserve and protect accumulations of wealth from the myriad of potential claims arising. During the 2008-2009 market collapse, not one of our clients lost a dollar! Over the past few years 50 to 70 percent of retirees have worried about outliving their retirement savings. This. Trust and Estate Strat. Trust and Estate Strategies.

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fundamentalplanning.com

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Wealth Preservation | Fundamental Planning, LLC

http://fundamentalplanning.com/wealth-management-2

Trust & Estate Strategies. If you had experienced no losses. In the last economic downturn, where would you be today? Wealth preservation involves the management of assets in such a way to ensure that the value of those assets does not decrease or erode. The strategy of increasing assets is much easier to accomplish once risks have been significantly reduced. When you never have to make up lost ground due to circumstances outside of your control asset growth comes clearly into focus.

2

Estate Planning Tools | Fundamental Planning, LLC

http://fundamentalplanning.com/trust-planning-2/estate-planning-tools

Trust & Estate Strategies. Why you want this. Without it The state decides who gets your assets at death. The state decides who gets custody of your minor children. In general, to save on estate expenses by maximizing estate tax exemptions. Avoid costly probate (up to 4-10% of the entire estate). Protects certain assets from the government as a set off for long term care expenses. Irrevocable Life Insurance (ILIT). Life Insurance proceeds pass to the beneficiaries free of income tax and free of estate tax.

3

Asset Protection | Fundamental Planning, LLC

http://fundamentalplanning.com/asset-protection

Trust & Estate Strategies. It isn’t a question of if. You will be sued, but when. You will be sued. Asset protection is the process of utilizing available planning techniques to preserve and protect accumulations of wealth from the myriad of potential claims arising from future litigation, government expropriation and other threats. In many cases clients do not even realize what types of exposure they have to these risks and what types of planning vehicles are easily available to protect their assets.

4

Trust & Estate Strategies | Fundamental Planning, LLC

http://fundamentalplanning.com/trust-planning-2

Trust & Estate Strategies. Trust and Estate Strategies. Trust & Estate Strategies. It should be your choice how to distribute your. Estate planning focuses on what happens upon death. Your Will and or Trust designates how the assets of your estate will be distributed and on what terms.There is a common misconception by many that if a Trust is established the assets are protected. This is not the case! Imagine the feeling of your current spouse learning that your former spouse would be receiving the death...

5

Our Firm | Fundamental Planning, LLC

http://fundamentalplanning.com/our-firm

Trust & Estate Strategies. 8220;Excellence doesn’t just happen. It must be forged, tested and used. It must be passed down and woven into the very fabric of our souls, until it becomes our nature.” -General Charles C. Krulak. Our clients have come from all walks of life and business but universally they have decided that they want to improve upon their financial accomplishments. They have said that they want to mitigate risk and they are unwilling to accept anything less than excellence.

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Trust & Estate Strategies. It isn’t a question of if you will be sued, but when you will be sued. Asset protection is the process of utilizing available planning techniques to preserve and protect accumulations of wealth from the myriad of potential claims arising. During the 2008-2009 market collapse, not one of our clients lost a dollar! Over the past few years 50 to 70 percent of retirees have worried about outliving their retirement savings. This. Trust and Estate Strat. Trust and Estate Strategies.

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