Looking
to Protect Your Money?
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Family Limited
Partnerships are a GREAT way to protect your wealth and maintain
financial privacy for
you and for the generations to come! |
I am Charlie Stoll I am a CPA and CFP™ and a PFS, and have
been for nearly 30 years. For
the last 20 years I have been setting up, maintaining, and
advising a lot of familyies on their estates and Family Limited Partnerships (FLP).
I have also been called it to repair and fix people's FLP in cases
where the original
accountant and lawyer messed up the deal and put the FLP
owner at great risk of IRS audit or loss of privacy. This is why I
felt it was important to educate the public on the benefits of FLPs and
the steps necessary to properly create
one.
Here are some of the things I
have seen after nearly 30 short years of doing this:
1) You have money.
(obviously)
2) You have competent counsel or you wouldn't be
here.
3) You generally have the desire to direct or control your
money or
property.
4) You have people you love, or else you would probably not
be using this type of planning.
5) You want the FLP to work for you and save the money you
want
saved.
6) You want the FLP to make the money you want to make.
7) You want to keep your costs down.
8) You want to make sure your children or grandchildren
don’t blow the money after you
are gone.
9) You are willing to face tough issues and make decisions.
And you would
probably like the following, too:
10) To protect your assets from creditors and the IRS
11) To be able to train your children and grandchildren about money.
12) And, while you are at it, to have a little fun with your loved ones.
So, while your your individual
financial situation may not be exactly the same as anyone else's, you likely share somewhere between 9 and 12
of the attributes associated with people who have FLPs already.
With these traits in common, it is really not such a divergent crowd.
Most likely, when I look
at my clients I can also find the following:
They are:
1)
Conservative
2) Small business owner
or professional
Any of that sound
familiar?
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I
have
written “Introducing the Family Limited
Partnerships.” This guide is not only the 2nd
Edition, but it was written for
non-lawyers!
The purpose of the guide is to educate
the elite that are looking to setup a FLP. This guide has
been used by many accounts and lawyers to sell FLPs to their clients!
As I want as many people as possible to know the pro and cons of FLPs, I want you to own this guide today-before you invest thousands of dollars on a
possible mistake that could have been avoided. I normally charge $24.95
for this guide, but I know you need this information today, so
if
you act quickly you will only pay $19.95,
a savings of 20%!
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