Protect Wealth and Maximize Assets: Estate Planning and Trust Secrets for Business Owners

by Joseph Roosevans

Overview

Updated for 2019! You have worked hard and sacrificed many things in order to get your business up and running. Family time, holidays, nights, and weekends - and now it has all paid off. As a fellow entrepreneur, I understand. I've been there, too.So, when it comes to your nest egg - regardless of how big or small it may be - the last thing you want is for your assets to be lost unnecessarily to taxes, probate, unsuitable planning, and / or financial predators.With more than 35 years in wealth services, I've seen many highs and lows - not just in the market and the economy, but also with my business and my clients. And what I've found is that where individuals and families end up financially is a direct result of the amount and the quality of the planning that they have done.This book will give you the knowledge you need to keep your hard-earned savings, investments, property, and other assets safe - both now and in the future, for yourself, as well as for those who may be depending on you.While most people don't like to dwell on what could happen in the future, the reality is that having a viable plan in place can prevent substantial financial hardships. Even just knowing what is available to you can be a good start. This book is written in an easy-to-understand format, providing many examples along the way of people who planned ahead, as well as some who didn't. By utilizing the planning methods that are available here, you can better ensure that all you've worked for won't be lost to unintended in-laws, outlaws, predators, and / or creditors. Rather, with the help of a qualified professional, you can be confident that your assets will better benefit those individuals, causes, and entities that you care about.There is no better time than the present to plan for the future!

Product Details

ISBN-13:	9781727722031
Publisher:	CreateSpace Publishing
Publication date:	10/02/2018
Series:	Here's to the Good Life , #1
Pages:	156
Product dimensions:	5.98(w) x 9.02(h) x 0.33(d)

About the Author

Joe RoosEvans is one of the top financial professionals in the country. He started in the financial services industry in 1982, and after several banner years, he founded Financial Resources of America (FRA).

Ranked among the Top Five Percent financial service agencies in the world today - a leading force in the industry since 1986 - FRA is one of a group of several successful companies founded by Joe RoosEvans, including FRA Trust - all of which continue to further his reputation for leadership and innovation nationwide.

Over the years, FRA has served more than 17,000 clients who have come to Joe and FRA Trust for advice on how to best preserve their wealth.

Today, the company holds more than $1 billion of assets. This accomplishment is the net-result of Joe's passion and commitment for serving people in a quest for successful retirement lifestyles.

Joe has committed his entire career to helping individuals create, grow, and protect their wealth.
All told, Joe RoosEvans is a widely recognized leader in wealth preservation, and in the financial services industry overall.

An acknowledged asset-transfer specialist, radio talk show host, author, and sought-after national speaker, his professional designations include the following:

- Certified Trust and Financial Advisor (CTFA)
- Accredited Estate Planner (AEP)
- Certified Financial Planner (CFP)
- Retirement Income Certified Planner (RICP)
- Chartered Life Underwriter (CLU)
- Chartered Leadership Fellow (CLF)
- Chartered Financial Consultant (ChFC)
- Certified Wealth Preservation Planner
- Certified Asset Protection Planner
- Chartered Advisor for Senior Living (CASL)

Clients who work with Joe and FRA know that they are working with well-established and experienced professionals in the wealth protection and preservation field whose sole purpose is to help them reach their goals.