Regardless of whether you are reviewing your current plan or you are beginning a new plan, you will want an analysis of all of your assets. This analysis is applied to the laws and policies that may benefit your estate, your company or your offshore situation.
We need to understand the following:
- Your current taxations structure – single, married, company, nonprofit, LLC, Captive Insurance
- List of Assets
- List of Outstanding Debts
- Any Existing Estate Plans
- Analyze Insurance Policies
- Evaluate 401K polie=cies
- Evaluate Annuities
- Understand the business structure and needs
- Evaluate the current situation for Asset Protection
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