Learn the Nexxess Strategies of the super wealthy!
Primary Coverage Area(s): California
April comes from the financial industry with over 20 years of experience. With a background in residential lending and financial strategies she takes complex subjects and breaks them down to make them easier to understand. She serves her clients by first understanding their current financial picture, issues they are facing, and objectives they want to reach. She is a great communicator and works to make sure her clients understand each step of the way. As a qualified Nexxess International Trust Consultant she can serve business owners and families in a greater capacity. She does this by educating them on how using a proper Trust structure can reduce income tax liability, give ultimate asset protection and control, while building a legacy for generations to come. April and her husband Gavin are partners in business and in life. They raise three beautiful children together. As a family unit and also as business owners they understand the importance of implementing financial strategies and Trust structure. As Robert T. Kiyosaki said, “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” Call April today to learn more.
For More Information on the Nexxess Trust — Contact your Nexxess Consultant
No Capital Gains Tax
The reason people owe capital gains taxes is because of two reasons. First, because they were the ones who created the gain. If the person or the wrong entity creates the gain, then the IRS codes says it’s a capital gain. Secondly, people owe gains because the taxable event actually occurred. Those are the two reasons you would owe a capital gain. However, if the taxable event never occurs, then no tax is due. How is this possible? It’s possible because we don’t let the person own the assets when the gain occurs. The IRS Tax Code says the gains are therefore excluded - to the extent that the gains are allocated to corpus.
Therefore, the gain is technically not a gain, if the IRS says the gains are excluded. You must read the Tax Codes to understand this. At Nexxess International we help you navigate these codes to realize the best outcomes for yourself.
Our goal is to help you protect your assets and lower your taxable income.
We do this by helping you to manage your investments, so that you can limit the amount of tax you pay on them. We also help you to reduce the amount of capital gains tax that you pay by investing in certain types of assets or through various tax-reduction strategies.
We understand that taxes are important for the government to operate, but we also know that it’s important for you to maintain a comfortable lifestyle and provide for your family without having to worry about whether or not your investments are going to be taxed at rates that make it difficult for you to keep up with expenses.
Lower Taxable Income
Tax laws are changing all the time, but the one thing that never changes is the fact that the more money you make, the more taxes you have to pay. If you’re looking to lower your taxable income and save money on taxes, our program can help.
Complete Asset Protection
Asset protection is a big deal these days—especially with so many people filing for bankruptcy every year. If you want to protect your assets from creditors, or even better, if you want to keep them safe from lawsuits, then our program has what it takes to get the job done right.
The Spendthrift Provision of the trust is the critical element of the document, in that, no spendthrift trust corpus may be penetrated to reach the assets of the corpus.
Case law has upheld this for hundreds of years. No judge or court may issue a turnover order against any asset in a properly constructed spendthrift trust. The only two known exceptions to this rule is
1) fraudulent conveyance to avoid a judgment, and this only applies to a trust created after litigation has been filed, not before. And,
2) a judge has been able to reach the corpus assets to force someone to pay unpaid child support. Other than those two exceptions, we know of no other case law where a turn-over order was successful.
A single trust designed for individuals/families. Provides family asset protection. Protection from lawsuits/creditors. Defers Federal income taxes into perpetuity, renewable every 21 years. Eliminates probate. Not subject to capital gains/eminent domain. Eliminates 1031 Exchange. Provides privacy.
Peace Of Mind
There are many kinds of trusts, such as: Irrevocable, Revocable, Living and Testamentary, etc.
Trusts can be simple and straightforward or complex. Ninety-nine percent (99%) of all trusts in the U.S. are created as Living Trusts, which are revocable, and they offer no privacy, tax advantages, asset protection or living benefits. Living trusts only help someone bypass probate, and that is it. They call it a living trust, but give no living benefits. Therefore, while bypassing probate is a great thing, it’s not what clients ultimately want. They not only want benefits at death, but they want to benefit now.
Our trusts give our clients exactly what they really want when it comes to ultimate privacy, ultimate tax advantages and ultimate asset protection, not only at death but from day one of the trust creation.
Everyone deserves a free consultation. The right thing to do before you make financial decisions is to know your options. Give us a call or send us your information so we can help you.