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Learn from real-world examples of how a typical estate might be structured for Asset Protection, Estate Planning and Tax Reduction. Most professionals only cover one of these topics and forget the others. All three need to work together to make a complete estate plan for maximum benefit.

Case Studies

Basic Structure

Basic Structure

BY Kendal Blunck | July 2021

Management Entity (Usually a Corporation or LLC taxed as a Corporation) – The purpose of the management entity is to reduce the personal income taxes and shield the owners from personal liability. The Corporation owns the depreciating tools of the business, the supplies, and the inventory necessary to operate the…

Case Study 1

Case Study 1

BY Kendal Blunck | June 2021

Salesman: Married Couple, Small Estate, Low Risk Family Assets: Cash ............................................$5,000                  401(k) ................................... $25,000 Home ..............$200,000 Personal                           Property ...................$20,000 Mortgage .....<$160,000> ........$40,000                Net…

Basic Structure

Basic Structure

BY Kendal Blunck | July 2021

Management Entity (Usually a Corporation or LLC taxed as a Corporation) – The purpose of the management entity is to reduce the personal income taxes and shield the owners from personal liability. The Corporation owns the depreciating tools of the business, the supplies, and the inventory necessary to operate the…

Basic Structure

Basic Structure

BY Kendal Blunck | July 2021

Management Entity (Usually a Corporation or LLC taxed as a Corporation) – The purpose of the management entity is to reduce the personal income taxes and shield the owners from personal liability. The Corporation owns the depreciating tools of the business, the supplies, and the inventory necessary to operate the…

Basic Structure

Basic Structure

BY Kendal Blunck | July 2021

Management Entity (Usually a Corporation or LLC taxed as a Corporation) – The purpose of the management entity is to reduce the personal income taxes and shield the owners from personal liability. The Corporation owns the depreciating tools of the business, the supplies, and the inventory necessary to operate the…

Basic Structure

Basic Structure

BY Kendal Blunck | July 2021

Management Entity (Usually a Corporation or LLC taxed as a Corporation) – The purpose of the management entity is to reduce the personal income taxes and shield the owners from personal liability. The Corporation owns the depreciating tools of the business, the supplies, and the inventory necessary to operate the…

Basic Structure

Basic Structure

BY Kendal Blunck | July 2021

Management Entity (Usually a Corporation or LLC taxed as a Corporation) – The purpose of the management entity is to reduce the personal income taxes and shield the owners from personal liability. The Corporation owns the depreciating tools of the business, the supplies, and the inventory necessary to operate the…

Basic Structure

Basic Structure

BY Kendal Blunck | July 2021

Management Entity (Usually a Corporation or LLC taxed as a Corporation) – The purpose of the management entity is to reduce the personal income taxes and shield the owners from personal liability. The Corporation owns the depreciating tools of the business, the supplies, and the inventory necessary to operate the…

Basic Structure

Basic Structure

BY Kendal Blunck | July 2021

Management Entity (Usually a Corporation or LLC taxed as a Corporation) – The purpose of the management entity is to reduce the personal income taxes and shield the owners from personal liability. The Corporation owns the depreciating tools of the business, the supplies, and the inventory necessary to operate the…

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