Individual & Family Services - South Jordan, Utah, United States
Integrated Estate Planning is a multi-disciplinary practice involving strategies in advanced estate planning, asset protection, business succession, wealth transfer and legacy planning. This integrated approach assures middle income and upper income clients that their particular estate planning challenges can be met in an efficient and timely manner. Integrated Estate Planning is important for several reasons.● To avoid personal and family probate.● To ensure assets are distributed according to your wishes.● To provide legal guardianship for minor children.● To protect financial interests in a blended family.● To give clear and binding medical directives.● To avoid excessive estate taxes.● To protect personal/business assets from frivolous litigation● To ensure smooth business succession.● To manage assets from beyond the grave ● To provide tax-free income streams you can never outlive.● To provide for college funding of heirs.● To create a safe and secure retirement.● To provide for heirs with special needs without revoking government benefits. There are as many solutions as there are challenges. Certainly an integrated estate plan isn't for everyone. But if you have high annual income or are a high net worth individual you are invited to contact DPaul and receive a FREE report, "Integrated Estate Planning for 2018 and Beyond"; no charge; no obligation. Or email info@depaulhq.com.You owe it to yourself.