Who Can Benefit Most from a PRTsm?
Which Californian can benefit most from Exemption Planning, a Private Retirement Trustsm, and our Administration?
The demographic makeup of a client who gets the most benefits includes:
- $3mm Net Worth and growing
- $300,000 income and growing
- Private Business Owner with excessive liability risks
- Professionals in risky fields – Doctors
- Real Estate Developers & Investors
- Contractors exposed to excessive defect litigation risk
- Clients whose proceeds from sale of a business or investment is exposed on their personal balance sheet
- Anyone with rapidly appreciating assets
What is the best way to find out if and how you can benefit from a Private Retirement Trustsm plan?
Call us today 800-730-3020 to get your FREE Exemption Diagnostic Report & Estate MAP.