When the time comes that you are realizing that your working days are coming to a close, you will probably want to make sure that everything is in order. You will want an expert in finance and financial planning to check your portfolio and make sure that everything is in order. It may be that he wants you to change a few things. A good estate planner will want to make sure that you will be getting the maximum wealth while minimizing all taxes. After looking at your portfolio, he may want to make changes to make sure that this happens. If you are apprehensive about changing things, you will want to contact the office of J.R. Matsen and let him look at all of your investments. He is very creative and proactive in finding the changes that need to be made so that estate taxes and gift taxes don’t take all of your assets. You will be happy when you realize that there are things that can be done to minimize the taxes that may have to be paid on your estate after you die. You will be happy about the findings that he comes up with and the suggestions that he has to make sure that your investments are in good shape. You will enjoy working with Mr. Matsen. He is extremely intelligent, very warm and friendly, very knowledgeable about tax laws and very proactive to work on your investments to make the necessary changes for your benefit.
Since he is an asset protection lawyer, he will be able to find all the loopholes that are in your portfolio. You will want to be protected so that after you are gone, your loved ones will be taken care of and you will not be paying taxes of one kind or another on your assets. It’s very important to know the tax laws and to know what options are available to get around paying all those taxes like estate taxes. Someone who is well informed will be able to find the best asset protection that they can for the type of investments that you have. Mr. Matsen is just such a person. He will be able to help you and make sure that you are taken care of and that your loved ones are taken care of after you are gone. It’s a shame that some people don’t realize the perils that can happen after one passes away and the government takes a good portion of the assets. After working so hard for what you have you will not want the government to get most of it. It’s really not what should happen.
Finding the best solution for your assets so that they are protected might involve an offshore asset protection trust. This has to be done just right and you have to have the right requirements in order for this to happen. But Mr. Matsen can get you there if it is a good fit for you and for the assests that you have.