TRUSTS
AREN'T JUST FOR THE SUPER WEALTHY;
THEY ARE FOR ANYONE WHO WANTS TO PROTECT THEIR HARD-EARNED ASSETS!
INTERVENTION
POINT
Intervention Point’s Software as a Platform “Empowers Asset Protection” for everyone through a patent pending document assembly platform that provides estate planning documents marketed through the client relationship networks of trusted business partnerships.
For 12 million middle and upper-middle-class families, the Intervention Point estate planning application is the only estate document solution that is simple and specific enough to support their needs among the legal and online alternatives; as it is delivered through an existing trusted relationship with a full customer service team and provides permanent online access for future modifications as life changes.
1
Our conversation is completely complimentary.
We will add value first!
2
You will discover where opportunities exist to protect your family and legacy.
We will uncover the estate pitfalls and address them.
3
You will be able to select how you want to proceed to protect your estate.
EMPOWERING ASSET PROTECTION
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TRUST PORTFOLIO
Includes a
REVOCABLE LIVING TRUST
for you and your spouse that keeps you in total control of all your assets while alive and includes the following applications:
An A/B/C Trust assures that assets are identified by spouse so that children/heirs from a prior marriage are protected.
A/B/C
TRUST
A "See Through" IRA/401k enables qualified plans to be paid out for a 10 year period to your children rather than in lump sum.
"see through" ira/401k
Last Will & Testament that functions to ″pour over″ assets left out of the trust funding kit into the trust at death.
LAST WILL
&
TESTAMENT
Advanced Medical Directives to assure that your medical decisions are executed when you are incapacitated.
ADVANCED
MEDICAL
DIRECTIVES
Healthcare Power of Attorney and Financial Power of Attorney for proper execution of your directives.
HEALTHCARE & FINANCIAL POWER OF ATTORNEY
Nevada and South Dakota trust location and lawyer review incorporating the nation′s best trust laws, tax domain and courts.
NEVADA & SOUTH DAKOTA TRUST LOCATION & LAWYER
All your documents securely stored in an encrypted cloud account accessible by your trustee and heirs.
SECURITY
Add on sub-trusts include Medicaid Qualifying Trust for long-term care asset protection, Special Needs Trust for special needs children, and Pet Trusts.
ADD-ON
SUB-TRUSTS
You may also “Restate” an existing trust and Will to update your existing documents and make sure there is no confusion with multiple documents and their access.
RESTATE
YOUR
EXISTING
TRUST
CONTACT US
Schedule your complimentary consultation today!
Simple. Convenient.
robust. secure.
No financial obligation unless you purchase a trust.
TELEPHONE
888-544-2619
our address
15400 Pearl Road Suite 200
Strongsville, Ohio
44136