Legacy Division
The legacy division along with Dr. Blue’s team and guidance, aims to provide peace and protection to our clients and students though estate planning and asset protection.
- Legacy Division offerings: ( Estate Planning, Trust(fund) consultations, Family Branding and family office setup)
We Focus on an entire Estate Plan Not just an Express Living Trust or Will.
Preserve
With our trust strategy you will access individualized tax planning to help you keep as much of your money in your pockets as possible.
Prosper
Imagine Retirement , financial planning and wealth management strategies to maximize your retirement fund.
Protection
We assist you with asset protection strategies in tangible assets and solutions to protect your assets and limit your peronal liablity.
Difference Between Express Living Trust vs. Will
A Private Express trust, once signed, notarized, and funded, is a legally binding document that guarantees your plan for your estate will be executed as you wish. This is the confidence that a will cannot provide because, even though it is a legal document, it is subject to probate, where it is scrutinized and can be threatened.
A will does only 2 things:
- Distributes your assets to family and loved ones.
- Appoints a guardian for your minor children.
However when combine with a trust it becomes a strategy of true wealth protection.
THE FINANCIAL ELITE MILLIONAIRES & BILLIONAIRES ARE USING TRUSTS TO PROTECT WHAT THEY HAVE BUILT AND TO PASS ASSETS TO FAMILY MEMBERS PRIVATELY
At BWS Consolidated, we believe there is not a one-size-fits-all approach to estate planning.B.W.S can also assist you in deed transfer of your personal residence into your trust so that all of your assets are owned in one place protected by multiple trust for supreme protection. Once these steps have been completed, you will not need any more intervention from our wealth protection team – you have full control of your trust and after, your passing or incapacitation, your trustee will handle the distribution of your assets. Of course, we will still be here to assist you with questions or changes that need to be made.
Once you have received your Express living trust documents, it is important to execute your documents as soon as possible, meaning you must sign your trust and have it notarized to make it legal. We will assist you with funding your trust and can prepare any amendments you need if something changes.
Heres How It All Works!
Once you decide that an express living trust is the right option for you, we ask that you complete a questionnaire to tell us a little about yourself and your situation. After we receive your completed questionnaire, our estate planning specialist will contact you to schedule a teleconference to discuss your estate plan.
During the teleconference, your estate planning specialist will ask questions regarding how your estate will be distributed to your heirs, who will control this distribution, if you want to compensate your successor trustee, etc. You have the ability to customize your estate plan in many different ways.
- Asset Distribution
- Asset Protection
- Special Estate Planningd Ta
WHAT ARE THE STEPS FOR COMPLETION
“3 EASY STEPS FOR YOU”
- Step #1 - Engage a Grantor ( BWSC will help you in this process)
- Step #2 - Sign, Transfer your assets and Notarize your Trust Documents.
- Step #3 - Your Trust is official. (receive and store trust documents.) Ta
*We handle everything else.
Leave A Legacy With Accuracy!
The estate planning alternative to avoid the hassle & cost of probate. leaving a Legacy with accuracy!
Owning Physical Gold and Silver along with Trust protection.
Owning Physical Gold In a Secure, Non-bank Location Is Vital Insurance Against Uncertainties We reconize that each Family is unique. However, the
exposure to inflationary pressures and weakening FIAT currencies is universal. In fact, since 1971, these FIAT currencies have lost 98% of their value
relative to gold due to the relentless debasement of money. So, whilst we appreciate various strategies by which our clients generate multi-generational
wealth, our commitment is to assist Families to safeguard and preserve a part of their wealth in physical gold and silver precious metals along with trust protection .
Here at BWS, We understand that you need more than just a will or a living trust. That is why we only focus on comprehensive estate plans that include:
- An Introduction and Overview that details and summarizes your trust-based estate plan.
- Irrevocable Express Trust, Pour-Over Will that transfers any assets that you do not transfer into your trust during your lifetime.
- Personal Property Memorandum that specifically outlines to whom your specific personal effects are distributed upon your death. Specific Funding Instructions that will explain how to transfer your assets to your revocable/irrevocable trust so that they will avoid probate. A healthcare Power of Attorney,
- A Living Will,Durable or Financial Power of Attorney.
- A Certificate of Trust That streamlines the process when a financial institution or others in the event they request a copy of your Irrevocable Living Trust. This keeps the personal and financial information that is contained in the trust private.
Key Terms To Know"
WHAT IS AN IRREVOCABLE PRIVATE EXPRESS TRUST? KNOWN AS A TRUST FUND?
A trust fund is a legal entity that holds Assets until an intended recipient is able to receive them. This may be when the recipient reaches a certain age or after the previous owner of the assets has died. It consist of 3 positions.
A Grantor. This is the person who transfers assets to a trust fund. That would be you, if you’re the one looking to start a trust.
Beneficiary. The person who is given the legal right to assets in a trust fund is a beneficiary. That might be your loved ones or a favorite charity or Church/Ministry.
Trustee(s). The decision maker responsible for ensuring the assets in the trust fund are appropriately distributed is called the trustee.
Trusts can hold Assets like real property (such as heirlooms or jewelry), Precious Metals, Real Estate, Stocks,,Bonds or even businesses.
So How Does A Private Express Irrevocable Trust Stack Up?
A Private Express Irrevocable Trust can do all the things these other trust types can do (avoid estate taxes, protects assets, provide for a surviving spouse, fund a charity, can be an excellent replacement for a Will, etc.).
The biggest difference of a Private Express Irrevocable Trust is that everything remains 100% private without being subject to legislative control.
So, when should you use an irrevocable trust?
If you have any money, assets or estates to protect this is the trust you want!
Private Express Irrevocable trusts are setup for asset protection purposes as well as estate tax purposes as a vehicle to save money. A private irrevocable trust can also protect you and your estate from creditors.
If you want to pass along your estate to your heirs safe from creditors, probate and legal judgments, an irrevocable trust is the way to go.
Because a revocable trust is still under the owner’s name, the assets within it are not under protection from creditors and are also not exempt from federal and state estate taxes.
An irrevocable trust protects your assets under all circumstances.
Asset and estate planning can be a challenge, and making the wrong decision can be costly. With a private irrevocable express trust like the one we show you how to establish with BWSC, LLC. you can take comfort knowing your affairs will be taken care of exactly how you wish.
The Better Life Private Express Trust “ Irrevocable Trust” can protect you, your family and assets, limit your tax liability, inheritance taxes and ensure funds go directly to your heirs (and NOT the government), as well as preventing garnishment of wages. With other trusts one would need a lawyer to create it AND it will cost a large amount of money ($15,000+ and possibly "maintenance fees" as well).
The Better Life Private Express Trust is a complex irrevocable private express trust. Think of it as creating your own laws for your money & estate. With this type of trust you get to customize the terms of the trust however you choose.
For example: you can set clauses or conditions that certain beneficiaries must meet to receive money. You can choose to compensate the trustee a certain amount for their services and/or allow them to use trust property. You can give detailed instructions for how the estate should be managed as well as any other ways you'd like the assets and/or estate to be run.
With a private express irrevocable trust, it works like a private contract so the trust document (indenture) makes the rules.
Blue Wealth Solutions is a Proud member of the International Precious Metals Institute IPMI.
Private physical assets, trust accounts and services offered by Blue wealth solutions consolidated LLC,. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
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All financials are as of 12/31/24 and subject to change.
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