Rob set up an online family trust to protect his assets for his children over generations. The trust allows him to specify how the family home and other assets are managed if something happens to him, ensuring they are used for his children's benefit long-term. He found the online process quick and easy to complete, costing much less than traditional providers. Rob is happy he took control of his family's future wealth protection in a convenient and affordable way.
Steve's Story - Planning for the Worst, Hoping for the BestTrustUs New Zealand
None of us enjoy thinking about our final rest. Since nothing in life is certain except death and taxes, it was worth me putting some thought into planning for my eventual demise.
Setting up a family home trust was one of the best decisions I have made. How did I do it? Click on the links I have included to show you how.
I have worked hard to get into the property market and provide a home for my family.
So setting up a family home trust was one of the best decisions I could have made.
I wanted to protect my family from unwanted claims.
How did I do it? Click on the links I have included to show you how.
Julie's Story - The Basics of Setting up a Family Home Trust TrustUs New Zealand
Setting up a family home trust was one of the best decisions I have made for my family's future. It protects my home and any other assets you choose to transfer in the future. This is how I did it. Saving thousands in less than 15 minutes.
For me it was about three key projects. Liability insurance, keeping my assets separate and protecting my lifestyle. Setting up a family home trust was one of the best decisions I have made. How did I do it? Click on the links I have included to show you how.
When I first purchased our home, I was pretty excited. I realised shortly after that I had a valuable asset and something to lose. So setting up a family home trust was one of the best decisions I have made.
How did I do it effortlessly? Click on the links I have included to show you how.
Whether you're young or old, rich or poor, married with children or living alone, you almost certainly have something you'd like to pass on to loved ones when you die? The big five mistakes I think people make in my opinion are:
a) Assuming it isn’t for you
b) Limiting your options
c) Understanding the pros and cons
d) Not being protected
e) Thinking things can be put off
Setting up a family home trust was one of the best decisions I have made. How did I do it? Click on the links I have included to show you how.
Steve's Story - Planning for the Worst, Hoping for the BestTrustUs New Zealand
None of us enjoy thinking about our final rest. Since nothing in life is certain except death and taxes, it was worth me putting some thought into planning for my eventual demise.
Setting up a family home trust was one of the best decisions I have made. How did I do it? Click on the links I have included to show you how.
I have worked hard to get into the property market and provide a home for my family.
So setting up a family home trust was one of the best decisions I could have made.
I wanted to protect my family from unwanted claims.
How did I do it? Click on the links I have included to show you how.
Julie's Story - The Basics of Setting up a Family Home Trust TrustUs New Zealand
Setting up a family home trust was one of the best decisions I have made for my family's future. It protects my home and any other assets you choose to transfer in the future. This is how I did it. Saving thousands in less than 15 minutes.
For me it was about three key projects. Liability insurance, keeping my assets separate and protecting my lifestyle. Setting up a family home trust was one of the best decisions I have made. How did I do it? Click on the links I have included to show you how.
When I first purchased our home, I was pretty excited. I realised shortly after that I had a valuable asset and something to lose. So setting up a family home trust was one of the best decisions I have made.
How did I do it effortlessly? Click on the links I have included to show you how.
Whether you're young or old, rich or poor, married with children or living alone, you almost certainly have something you'd like to pass on to loved ones when you die? The big five mistakes I think people make in my opinion are:
a) Assuming it isn’t for you
b) Limiting your options
c) Understanding the pros and cons
d) Not being protected
e) Thinking things can be put off
Setting up a family home trust was one of the best decisions I have made. How did I do it? Click on the links I have included to show you how.
Making early plans is will help you ensure that the wealth you accumulate is distributed to the right people, at the right time and as tax-efficiently as possible. Our clear guide covers the things you should consider. Find out more at https://www.tudorfranklin.co.uk/
How Parents Keep Control Both During Their Lifetimes And After They Are DeadBruce Givner
Irrevocable trusts are required if you want to engage in estate tax planning, asset protection planning (creditor planning) and even in a great deal of income tax (including capital gains tax) planning. However, parents are not thrilled at the idea of having to give away assets to a trust that they cannot revoke!! Do you mean that they can't change it? What if they change their minds about their children? About the trustee? Happily, there are many ways to make the parents comfortable that even though the trust itself is unable to be revoked, it is flexible. The parents, of course, pick as the initial trustee the person they trust to do whatever he or she is told without question but simply out of loyalty. More importantly, the parents can - at any time, without a reason - remove the trustee and name a new one (as long as the new one is not "related or subordinate" as defined in IRC Section 672(c)). The parents can advise the trustee to drop the assets down into a single member LLC and appoint the parents as the non-managing members. The trust can have a protector who can be given the power to remove the trustee; to change the allocation among the children; to add grandchildren and spouses of heirs and charities as beneficiaries; to change the manner of distribution to the heirs. Under California law if all of the beneficiaries and the grantors agree, they can amend an irrevocable trust without having to go to court. There are also other ways to change an irrevocable trust, e.g., decanting to a new trust with better provisions. The trust can start off as a grantor (disregarded) trust for income tax purposes and it can "flip" or "toggle" to a complex trust and, perhaps, flip back again. So, the goal of this presentation is to make people aware that there are ways to make parents comfortable with irrevocable trusts, without which planning would be difficult, if not impossible.
It's never too early to start thinking about your estate plan! Take a look at our top tips for estate planning to see if you're on the right track for your income and family situation.
Everything You Need To Know About Estate Planningwardwilsey
This is a seminar for Financial Advisors on everything they need to know about estate planning, trusts, and estate taxes in order to serve their clients
Making early plans is will help you ensure that the wealth you accumulate is distributed to the right people, at the right time and as tax-efficiently as possible. Our clear guide covers the things you should consider. Find out more at https://www.tudorfranklin.co.uk/
How Parents Keep Control Both During Their Lifetimes And After They Are DeadBruce Givner
Irrevocable trusts are required if you want to engage in estate tax planning, asset protection planning (creditor planning) and even in a great deal of income tax (including capital gains tax) planning. However, parents are not thrilled at the idea of having to give away assets to a trust that they cannot revoke!! Do you mean that they can't change it? What if they change their minds about their children? About the trustee? Happily, there are many ways to make the parents comfortable that even though the trust itself is unable to be revoked, it is flexible. The parents, of course, pick as the initial trustee the person they trust to do whatever he or she is told without question but simply out of loyalty. More importantly, the parents can - at any time, without a reason - remove the trustee and name a new one (as long as the new one is not "related or subordinate" as defined in IRC Section 672(c)). The parents can advise the trustee to drop the assets down into a single member LLC and appoint the parents as the non-managing members. The trust can have a protector who can be given the power to remove the trustee; to change the allocation among the children; to add grandchildren and spouses of heirs and charities as beneficiaries; to change the manner of distribution to the heirs. Under California law if all of the beneficiaries and the grantors agree, they can amend an irrevocable trust without having to go to court. There are also other ways to change an irrevocable trust, e.g., decanting to a new trust with better provisions. The trust can start off as a grantor (disregarded) trust for income tax purposes and it can "flip" or "toggle" to a complex trust and, perhaps, flip back again. So, the goal of this presentation is to make people aware that there are ways to make parents comfortable with irrevocable trusts, without which planning would be difficult, if not impossible.
It's never too early to start thinking about your estate plan! Take a look at our top tips for estate planning to see if you're on the right track for your income and family situation.
Everything You Need To Know About Estate Planningwardwilsey
This is a seminar for Financial Advisors on everything they need to know about estate planning, trusts, and estate taxes in order to serve their clients
Salma Karina Hayat is Conscious Digital Transformation Leader at Kudos | Empowering SMEs via CRM & Digital Automation | Award-Winning Entrepreneur & Philanthropist | Education & Homelessness Advocate
When listening about building new Ventures, Marketplaces ideas are something very frequent. On this session we will discuss reasons why you should stay away from it :P , by sharing real stories and misconceptions around them. If you still insist to go for it however, you will at least get an idea of the important and critical strategies to optimize for success like Product, Business Development & Marketing, Operations :)
Reflect Festival Limassol May 2024.
Michael Economou is an Entrepreneur, with Business & Technology foundations and a passion for Innovation. He is working with his team to launch a new venture – Exyde, an AI powered booking platform for Activities & Experiences, aspiring to revolutionize the way we travel and experience the world. Michael has extensive entrepreneurial experience as the co-founder of Ideas2life, AtYourService as well as Foody, an online delivery platform and one of the most prominent ventures in Cyprus’ digital landscape, acquired by Delivery Hero group in 2019. This journey & experience marks a vast expertise in building and scaling marketplaces, enhancing everyday life through technology and making meaningful impact on local communities, which is what Michael and his team are pursuing doing once more with Exyde www.goExyde.com
2. 1
Protecting
my home
within a
Trust
3
Ensuring my
Life Insurance
is paid directly
to my Trust
Why do it?
The most important
element for me is that
trustees have to act in
the best interests of
the beneficiaries.
I might be a trustee
for now, but later
if something were to
happen to me, I am
there in spirit.
Ensuring any wealth
I manage to create
has to be used in the best
way for my children, over
their lifetime. Not blown
over a couple of years.
My Approach
Delivering an easy asset protection and
estate planning strategy that protects
my family now and in the future
I realised
I have a
legacy worth
protecting
3. TrustUs
Everything we do
We believe in challenging
the status quo. We truly
think differently.
We challenge
the status quo
by making our solutions
online easy.
We just happen
to have made Asset Protection
and Estate Planning available
for hard working families
like yours.
Want to
get yourself
sorted?
Why did I prepare
Easy Wills?
The last thing I wanted was
my loved ones going through
more pain, when I know I
can be taken away from
them suddenly.
Why did I transfer
Life Insurance?
So my wealth becomes safe
from undesirables, over my
family’s lifetime and beyond.
Why did I set up a
family home trust?
Because I didn’t want to
lose the roof over my head,
over something I didn’t
see coming. Protection from creditors
and legal action
Protection from relationship
and property disputes
Control over what
happens when I die
I gained
4. The funny
thing about
wealth
It is subjective. Of course,
we can look at the uber-wealthy
elite like Bill Gates, the top
one-percenters, and wonder
what it's like to be a billionaire.
The truth is
if you own a home,
you fit into a class of wealth
that most people on the planet
don't enjoy and probably
never will.
My
lifestyle
and family
are worth
protecting
Setting up a
family home trust
was one of the best
decisions I have made
It protects
my home
and any other assets
I choose to transfer
in the future
How did
I do it?
Click on the dynamic
links to show you how
5. Easily set up your own
Family Home Trust
and Wills for the cost
of a coffee a day
How much will
your home be worth
in 30 years?
I learnt that wealthy
people plan ahead
So they are ahead of the
game, because their assets
have been protected and
passed down from one
generation to the next.
Through family trusts,
growing with every
inheritance, children
are raised understanding
how to protect their wealth
and make their wealth
work for them.
The genius of the
family home trust
lies in my ability to be
very specific about
protecting my home.
A whopping 20%
of NZ homeowners
already have their homes
in a trust, so I knew I was
doing the right thing.
6. Teaching my
kids early
How to preserve wealth now,
I protect my family's future
in two ways. For one thing,
I safeguard our assets against
potential loss.
But I also ensure that
my children are prepared to
grow and protect the wealth
that they have already started to
amass, with after school jobs.
The whole process
took me minutes
to complete.
The opportunity
was invaluable
I was able to set up my own
family home trust completely
hassle-free, all at my fingertips.
7. In the comfort
of my home
I don’t really have the time
to spend hours in meetings.
The process
I went through meant
I could confirm details
quickly.
Take control
If I made a mistake,
I simply clicked back,
and changed details.
I could even
view documents
before I confirmed
payment.
8. Pricing and
convenience
I worked out
I saved thousands.
Other providers charge
$3,000+.
TrustUs at half
the price also offers
Consumer Financing
at less than $6 a day.
Phenomenal value
TrustUs provide this value
to ensure this saving is kept
for your family, so good
on you guys.
So what are you
waiting for?
It really is
in your hands.
RobTrust
Us