Are you near or over 65 years of age?
Have you acquired a net worth over $2 million?
Do you desire to pass on your estate with a minimum of tax liability?
Do you want to minimize the effect of the increasing death taxes?
Want to pass on a business to one heir, while “buying out” the other heirs?
Would you like to “cash out” part of your assets while leaving them totally intact?
Want to use the extra cash for expansion, to pay down debt, or just plain fun?
Would you like to leave a legacy to a Charitable Organization or School, University?
How about a little of each of the above? That can be done, too!
Is your net worth in excess of $2 million? Think about the value of all of your investments and assets, then add your loans against them.
If you are a small business owner, most small businesses sell for about 5 times annual gross, this is a good estimate of the value of a business, plus the value of any real estate owned, and any vehicles in the fleet.
Do any of these questions apply to you, your parents, someone you know, spouse, or a Business Partner?
We may have a plan for you!
This is a program that allows you to offer a large addition to your estate, in liquid cash.
Our program could allow you to “cash out” a portion of your estate while not touching the actual estate itself! You may be able to draw cash from the value of your investments, while not mortgaging of borrowing against them.
Imagine a plan that could allow one heir to continue to operate the business, while offering a cash buyout to the rest of the heirs. That is the EAG plan.
EAG's plan may offer you the ability to utilize this program without an initial cash outlay. In fact, there are options available that allow you to not spend a dime, until you utilize the benefits of our program!
Look for our Contact Information in the big yellow box on the contact us page, and call today! We have prepared a series of slide show programs, along with our YouTube videos that can explain the benefits that the EAG program can provide to you individually, keep scrolling down the page, and look for the presentation that applies to you.
Small Business Owners
Entrepreneurs
Partners of Business Owners for Buyout Plans
Farmers
Mineral Rights Owners
Ranchers
Real Estate Investors
Investors
Retirees with healthy 401k’s
Doctors, Dentists, Physicians, Surgeons
Attorneys and Lawyers
Anyone with a Net Worth near or above $2 million, and around or over 65 years of age.
If you are in any of these categories, or are a business partner, beneficiary, heir, spouse, child, or grandchild of anyone who fits into any of these categories, you owe it to yourself to contact us today!
Estate Tax Issues
Taxes can be quite complex, depending on your particular circumstances, but it is possible that Federal Taxes alone can currently consume 35% of your estate, and that number is bound to only go up in the years to come. There are State Taxes to consider also, an even some local taxes as well. Your heirs may have to sell off or mortgage the assets you spent a lifetime building just to pay the taxes.
Our Estate Planning programs have the unique ability to offer a cash out option after a period of time. After a couple of years you have to opportunity to recover a significant portion of your net worth from your assets, while leaving the assets themselves in place, and clear of new loans or encumbrances. Yes, this can be done without new debt! Planning to retire, or just slow down a bit? Thinking of selling out the business or practice, but the market conditions prevent that? This plan could be an excellent choice for you! Check out out videos on YouTube, and the PowerPoint on SlideShare:
YouTube:
http://www.youtube.com/watch?v=lZlnmIDAZdU
Use the HD Option and Full Screen for best viewing.
SlideShare PowerPoint Presentation:
http://www.slideshare.net/EstateAdvisors/estate-planning-cash-out-on-fixed-assets
Your needs may vary from the examples given in the videos. Remember, your needs come first, and we will customize our programs to fit your desires.
Estate
Planning for Farm and Ranch. We offer a series of videos more
specific to your needs and situation. You can pass on the operation to one heir, while leaving substantial cash payments to the others not wanting to continue the industry. This can leave the heir that gets the farm or ranch an operation that is free from new mortgages, and from having to lease the property from siblings o your spouse. A much smoother transition. To view some of the options
available to fill the specific needs of Farmers and Ranchers, check out
our
YouTube Video at: http://www.youtube.com/watch?v=osCqfWavyUw
Use the HD Option and Full Screen for best viewing.
Now as a PowerPoint on SlideShare:
http://www.slideshare.net/EstateAdvisors/estate-planning-for-farm-ranch
Remember that what we offer either in print or on the video
promotions can be totally modified to your specific needs. Nothing here
is set in stone, out goal is your total satisfaction in your estate planning.
If you have acquired a sizable estate over a lifetime, and desire, for instance to leave one heir the house, our program can allow you do do that by leaving that heir the house free and clear, and simultaneously leaving your other heirs substantial cash inheritances to "buy out" their portion. All things are now fair between the beneficiaries, and the house remains in the family, not sold off to split the proceeds. You can also draw cash from the value of your estate,, without burdening it with new loans or mortgages. To view some of the options available to Individuals, check out our YouTube Video at:
http://www.youtube.com/watch?v=Gbpa7zdW4eU
Use the HD Option and Full Screen for best viewing.
Now also available as PowerPoint on SlideShare
http://www.slideshare.net/EstateAdvisors/estate-planning-for-the-individual
Remember, all of the scenarios outlined here, and on the videos are suggestions and ideas. Your specific situation will require modifications done to suit your needs, and that is our goal.. your satisfaction!
Major Charitable donations present a really unique situation. This is how the really big donors make their legacy donations. This is how the new school or university buildings are built, the new church, how scholarships and endowments are created. If you have an substantial estate you can leave millions of dollars to your favorite entity, and still leave your estate to your heirs. You can do both! To view some of the options available for Charitable Donations, Scholarships, Endowments, check out our YouTube Video at:
http://www.youtube.com/watch?v=eed-hrxoglI
Use the HD Option and Full Screen for best viewing.
Now also as a PowerPoint on SlideShare:
http://www.slideshare.net/EstateAdvisors/estate-planning-for-charitable-donations
Your special needs and goals are our top priority. Use the videos for guidance, not specifics. Your case will receive special modifications as needed, your satisfaction is our priority.
We now offer a series of videos more specific to your unique needs and situation. Small business owners have many options available to them. Your business can be left free and clear to a single heir, while buying out the other heirs for their portion of your estate. This can allow the heir who gets the business or professional practice to continue the operation without additional debt being incurred to pay the taxes, or to buy out the shares of the siblings or your spouse, who do not desire to continue the business. You can use the cash out option after two years to pay down debt or expand your operation further. You can also use the cash out option to obtain some of the value of your business, then sell the business operation itself to a third party. A great way to recover the value of all of those years of sweat equity. To view some of the options available to Small Business Owners, check out our YouTube Video at:
http://www.youtube.com/watch?v=TgBPlYeUNyI
Use the HD Option and Full Screen for best viewing.
Now also as a PowerPoint on SlideShare:
http://www.slideshare.net/EstateAdvisors/estate-planning-for-small-business-owners
Remember, your specific needs are our priority! Use the videos for guidance, and ideas. Your actual product will be specifically suited to your needs and situation, and that is our goal.
A recent example involves a 70 year old individual who had a net worth of about $10 million. After looking over the program, he chose to protect his estate for about $5 million, and paid for it with his liquid assets. He could have done the program using 100 % financing, but chose not to. Now his estate is worth $15 million, with $5 million of highly liquid capital available tax free to pay off those pesky tax collectors, and keep the rest of his estate intact.
Our example has three options:
He can keep the protection package in place for the rest of his life. He can sell a portion of the protection, and keep the balance. Or he can sell the protection, and recover his costs and more, sometimes much more…..
No additional costs out of pocket. Protection continues for Life. His Estate has gained $5 million of tax free income to pay the taxes when needed. If he had financed the premium, he would not have had to pledge any current assets as collateral.
After 2 years, he has the option to sell all or part of the protection package to an outside investor. In this example, the market value should be about $1.3m. This client has the possibility to make a net profit of around $1 million over the initial investment. His Estate is now about $11 million, after that single transaction. In this case, he still has considerable insurance capacity to do the program again, or his spouse can do a matching transaction. He has recouped his initial investment several times over, and increased his estate value. No out of pocket costs! A great way to obtain cash from fixed assets!
Option Three
Our example can also do a combination of both of the above, can cash out in lump sum, or in an annuity, for a future income stream, The possibilities are endless.
