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Maura Curran, Attorney
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Brandable Handout – What Are Your Goals For Your future


As an executive, you are used to strategizing and creating goals for your business. But have you taken time to create goals for your hard-earned money? Below are three common goals that many executives have when it comes to protecting their money for themselves and their loved ones.


1.PROTECT YOUR HARD-EARNED MONEY FROM LAWSUITS AND CREDITORS 

Using different types of trusts, you can protect your money from lawsuits and creditors. However, to do this, you may have to give up control of your money and property. Warning: this type of planning must be done before you are party to a lawsuit or have creditor issues. Certain types of trusts will also allow you to provide a benefit to your loved ones while protecting their inheritance.


2.PROTECT YOUR HARD-EARNED MONEY FROM THE INTERNAL REVENUE SERVICE

No one wants to pay more in taxes than they have to. A tax professional can help you minimize the amount of compensation and benefits such as stock options that end up in the hands of the government.


3.PROTECT YOUR HARD-EARNED MONEY (AND LOVED ONES) FROM PRYING EYES

A proper estate plan allows you to determine who will get your money, how they will get it, and when they will get it. It also keeps the details of your plan out of the public record, so nosy neighbors cannot use it as a source of gossip.

 

 

 

Illustration Purposes Only. This document is not legal, tax, or financial advice. Consult with a qualified professional before making any legal, tax, investment, or financial decisions.