At Nepsis®, we work with our clients to create better wealth and a better life. By providing them a higher level of clarity, we believe it will lead to greater success in their financial life. Working to accumulate your assets took decades of hard work, and without the proper protection and planning for those assets, the assets are at risk.
Nepsis® will work with you to structure your estate and help ensure that your assets are not at risk, and the assets are carried on to the people and causes that you care about most.
Here are some benefits of our Estate Planning:
Tools have been created to allow individuals to have control over what happens to the assets in their estate. By working with our experienced team, we
will structure your plan to make sure your wishes are followed.
Probate is the legal process of distributing a person’s assets after their death. By creating an estate plan and the necessary documentation, you can help ensure that your assets are distributed correctly and efficiently according to your wishes, allowing your estate to avoid the time and cost of probate.
Estate planning can help protect your loved ones by ensuring that they are provided for after your death. You can specify guardians for minor children and make arrangements for the care of dependents with special needs.
By implementing a plan and managing tax-friendly solutions available to you while drafting your estate, Nepsis® estate planning strategies can also help reduce the tax liability that your heirs will encounter after inheriting your assets.
With a plan in place, and the on-going monitoring of your financial situation with our team, we can give you peace of mind by knowing that your financial affairs are in order and that your loved ones will be taken care of.
Your goals, our process. Everyone has a different destination in mind, requiring a different roadmap. Our Clarity Roadmap® solution keeps you moving in the right direction helping to reach your long-term goals.
Taxes play a major role in your overall plan and we believe it is paramount to be proactive instead of reactive. Our team executes strategic tax planning solutions to allow you to maximize income, minimize taxes and take advantage of financial opportunities.
To ensure your assets are carried on to the people and causes you care about most, we work closely with you to structure your plan and protect your assets properly.
Through the utilization of Separately Managed Accounts (SMAs), your investments are tailored to you and you alone — designed and managed to help you reach your goals.
Our dedicated team identifies the instruments and policies needed to provide protection and care for your family, legacy, and material assets.
Our attorneys work with you to provide insights and solutions on critical strategies for Trusts, Estate, Wealth Preservation, Legacy Planning, Charitable Giving, and others.
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