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Ultimate Asset Protection
and Control

We help clients protect their assets while maintaining control and deferring taxes.

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Our services

Asset Protection

Asset protection involves implementing strategies to safeguard wealth and possessions from potential risks, creditors, and lawsuits. Benefits of asset protection include improvements in Legal Liability, Creditor Protection, Estate Planning, Professional Liability, Privacy Concerns, Divorce Protection, Economic and Political Stability, and Deterrent Effect.

It is important to utilize asset protection ethically and within legal bounds. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset protection.

Asset Privacy

Asset privacy refers to the protection of your financial information and confidentiality of wealth and assets. Asset privacy can enhance Security and Personal Safety, Protection from Opportunistic Claims, Business Competitiveness, Estate Planning and Family Dynamics, Personal Privacy Preferences, Reducing Targeting by Scams and Fraudsters, Legal Compliance, and Minimizing Public Scrutiny.

It is essential to balance the desire for privacy with legal and ethical considerations. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset privacy.

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Asset Control

Asset control refers to the ability to manage and oversee assets effectively. Asset control is important for Financial Planning, Risk Management, Strategic Decision-Making, Estate Planning, Tax Efficiency, Adaptability to Life Changes, Protection Against Fraud, Meeting Financial Goals, Peace of Mind, and Asset Protection.

Using multiple strategies, including the Spendthrift Provision, Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset control to build and protect wealth in the present for the benefit of Beneficiaries in the future.

Tax Benefits

Reducing taxes is a common financial goal for individuals and businesses. Legally reducing tax liabilities can help with Increased Disposable Income, Wealth Accumulation, Retirement Planning, Business Competitiveness, Investment Growth, Economic Stimulus, Encouraging Compliance, Family Financial Planning, Asset Protection, Estate Planning, and Social Responsibility.

While reducing taxes is a legitimate financial goal, tax reduction should be done ethically and must be done within the bounds of law. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal tax reduction.

Peace Of Mind

Peace of mind is a state of mental and emotional tranquility, free from stress, anxiety, and worry. Having peace of mind is known to enable Physical Health, Improved Mental Health, Enhanced Cognitive Function, Increased Resilience, Better Relationships, Quality of Life, Increased Productivity, Better Sleep, Emotional Balance, Effective Coping Mechanism, Increased Happiness, and Longevity.

Knowing that you have the ability to better protect and control assets, increase capital investments, and streamline transition of asset control to beneficiaries can improve your peace of mind. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you increase peace of mind by strategizing and amplifying economic stability and opportunity.

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The right thing to do before you make financial decisions is to know your options.

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What is Financial Planning?

How do you know if you could benefit from the services of a financial planner? You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. Some reasons for seeking professional financial planning guidance might include:

  • Making sure your money will last during retirement or rolling over a retirement plan.
  • Handling the inheritance of a large sum of money or another unexpected financial windfall.
  • Preparing for a marriage or divorce.
  • Planning for the birth or adoption of a child.
  • Facing a financial crisis such as a serious illness, layoff or natural disaster.
  • Caring for aging parents or a disabled child.
  • Coping financially with the death of a spouse or close family member.
  • Funding education.
  • Buying, selling or passing on a family business.
  • Investing in financial independence by avoiding procrastination and using a financial planner to keep you on track.
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Facing a financial crisis such as serious illness layoff or natural disaster.

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Coping financially with the death of a spouse or close family member.

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Handling the inheritance of a large sum of money or another unexpected financial windfall.

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Making sure your money will last during retirement or rolling over a retirement plan.

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Preparing for a marriage or divorce.

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Planning for the birth or adoption of a child.

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Caring for aging parents or a disabled child.

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Funding education.

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Buying, selling or passing on a family business.

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What is Tax Planning

Benefits of Using a Financial Planner. How do you know if you could benefit from the services of a financial planner? You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. Some reasons for seeking professional financial planning guidance might include:

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Health Care

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Expenses for Real Estate

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Home Mortgage Interest

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Work Expenses

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Charitable Gifts and Donations

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Tax Preparation

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Legal Fees

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Business Travel Expenses

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Trust Planning

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Trusts are legal entities, made with contract law, existing of 3 parties that can be used to transfer and manage property or assets. The true purpose of a trust is always to manage the property or trust assets for the specific benefit of the beneficiaries. The terms and conditions of the Trust strictly define the form of the trust used and the needs of the people it is created to serve.

To establish a trust, consideration of some type is transferred from a Settlor to another person, with the understanding that the recipient will hold the property and assets or use them in a way that is directed or established as laid out in the terms and conditions of the trust for the direct or indirect benefit of any or all of the beneficiaries. Anyone who benefits from the use of the property or assets is considered to be a beneficiary.

3 PARTIES TO A TRUST

  • SETTLOR
    Person(s) who create the Trust
  • TRUSTEE
    Person(s) responsible for managing assets or capital in the Trust for the benefit of Trust Beneficiaries
  • BENEFICIARIES
    Person(s) intended to receive assets from the Trust
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