Our Services
Business Development & Tax Seminars
Generational Wealth Courses
Living Legacy & Living Trusts
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Business Development & Tax Seminars
Our "Incorporate and Grow Rich" Business Development Seminar will teach you step by step how to incorporate your own business. How to establish a corporate for-profit or non-profit 501c3 organization or Limited Liability Corporation. We will cover all the different business Incorporate structures and help you decide what's best for you.
Also, you will learn how to reduce your tax liability completely or between 25% to 80%!
Just hit the Linktree link for the next seminar!
Living Legacy & Living Trust
What is a Living Trust?
Definition: A living trust, also known as an intern, vivo trust, is a legal document that allows you
to transfer assets to a trust during your lifetime.
Purpose: It's designed to manage and distribute assets according to your wishes, whether you
become incapacitated or after your death.
Probate Avoidance: A key benefit is that assets held in a trust bypass the probate process,
which can be a lengthy and public process.
Privacy: Because assets held in a trust are not part of the probate process, they are not part of
the public record, offering greater privacy.
Control: You retain control over the assets while you are alive, and you can change the terms of
trust or even terminate it.
Types: Living trusts can be revocable (you can change them) or irrevocable (you cannot change
them). Revocable living trusts are the most common.
How it Works:
1. Establish the Trust: You create a legal document (the trust agreement) that outlines how your assets will be
managed and distributed.
2. Transfer Assets: You transfer ownership of your assets (like real estate, bank accounts, investments) to the
trust.
3. Trustee: You name a trustee who will manage the trust assets. You can be the trustee yourself, or you
can name someone else.
4. Beneficiaries: You name the beneficiaries who will receive the assets after your death or in case of incapacity.
5. After Death/Incapacity: The trustee manages the trust assets according to the trust agreement, distributing them to the beneficiaries.
Benefits of a Living Trust:
Avoids Probate: Probate can be expensive, time-consuming, and public.
Privacy: Trust assets are not part of the public record.
Control: You retain control over your assets while you are alive.
Incapacity Planning: If you become incapacitated, the trustee can manage your assets on your behalf.
Streamlined Asset Distribution: Assets are distributed to beneficiaries more quickly and efficiently than through probate.
TO GET YOUR LIVING TRUST PLEASE HIT THE CONTACT US LINK AND SEND US YOUR INFORMATION!
Living Benefits for Critical Illness
Do you know someone who has had a heart attack, stroke or cancer, and lived? If you answer yes to this question, living benefits are found mostly in Indexed Universal Life Insurance Policy. These policies pay you thousands when you get a critical illness. There are several types of critical illnesses that people can survive. Cancer, stroke, heart attack, dismemberment, chronic illness, and more. The money you receive when you have living benefits from critical illness does minimally reduce your face value. Clients with living benefits have been able to retire, pay off debts, and travel the world enjoying life after surviving a critical illness. We also have Term policies for people over 65 that include Critical Illness Living Benefits.
Most older policies have a terminal illness rider. If you have a terminal illness, you can get some of the cash from the face value of your policy. This also reduces the face value of your policy for the amount you pull out. Generally Living Benefits for Critical Illnesses is for people under 65. But we also have Critical Illnesses Policies for people that are older than 65 years old. These policies are for Heart Attacks, Cancer or stroke. And if you have one of these policies and you get one of these critical illnesses you will get a one-time check from $10,000.00 to $50,000.00. To find out more about IULs & living benefits, just contact us for a free financial consultation!
Generational Wealth, Index Universal Life Insurance and Living Legacy & Trust
Dr. Steven Davis, The Finance Doctor is inviting you to join us Friday night at 7:00 PM CST for a Powerful Zoom Business Presentation on Building Wealth with Indexed Universal Life Insurance Policies to develop an infinite banking system for your family!
Learn the power of the Waterfall Method used by the Rockefeller and many wealthy families to pass down:
A wealthy legacy of
- Building Wealth with IULS
- Protecting Wealth with Insurance
- Preserving Wealth Trusts
Join our next Zoom meeting hit the contact us link and request when our next Educational Zoom meeting is.
Dr. Steven D. Davis
Tax Free Retirement & Savings and Annuities
Our company also offers Annuities to rollover your retirement funds and never lose money on the market. These retirement plans allow you to invest in your retirement tax free and withdraw your money without taxation. Our Indexed Universal Life Insurance policies allow you also to invest tax free and withdraw your funds tax free. With our investments you will never lose money on the stock market because they are capped at the top and capped at the bottom.
You will always earn money and increase your investments. Just fill out the contact form for a free financial consultation today!
