Successful Estate Planning &

Wealth Preservation

SUCCESSFUL FINANCIAL ESTATE PLANNING & WEALTH PRESERVATION

is how the AFFLUENT remain affluent. They have embraced powerful "knowledge:"

• You CANNOT be sued for what you don't have.
  By avoiding frivolous lawsuits, you keep asset control so predator creditors and their clever money hungry lawyers cannot squeeze out of you.
• Deferral of taxes is postponing to your timetable.
• Non-Taxable is a "legal" exception or exemption.
• Borrowing is a "Non-Taxable" event.
• Control of your money & assets CANNOT be delegated to others.

Three Powerful Objectives to Successful Wealth Preservation:

1. Never, Never, NEVER own anything in your name, jointly with your spouse, do business as a sole proprietor, or be the general partner of a partnership. That is: FINANCIAL ENGINEERING for the preservation of your wealth, superior estate planning and "legal" protection of your assets against potential frivolous lawsuits, elimination of probate and estate death taxes.
2. Defer your capital gains taxes by re-engineering your transaction(s). "Deferral" means "to Postpone." Qualifying highly appreciated assets include: Stocks, bonds, real estate, sale of your business, collectibles, art, antiques, notes at least two years old, any highly appreciated asset(s) you bought for i.e. $100 now worth $1,000.
3. By re-engineering how you do business may defer, reduce, possibly eliminate taxes on your "income streams." Qualifying "income streams" (under certain conditions) include your salary, bonus, commissions, rental income, royalties...day-trading...
4. Finally: tax efficient wealth transfer to your next generation.

Who are we?

Estate Street Partners is a network of licensed legal, accounting, and tax experts providing dynamic, strategic, custom engineered consulting & research to complex business transactions.

As advisors, we have developed a world-wide network of hands-on / real-world strategic provider relationships.

Our operating strategy is to build and leverage our collective knowledge and resources to protect your assets from potential frivolous lawsuits, design and implement strategies to preserve your wealth by recapturing lost tax dollars, defer capital gains taxes, and reduce current taxes on your income streams; finally, eliminate probate and estate taxes.

We have asked our best clients what they want:

1. Assistance in making smart decisions about their money
2. Confidentiality about their transactions
3. Privacy
4. Peace of mind

Fresh ideas you don't currently have;
creating liquidity to your problem of wealth.

Rocco Beatrice, CPA, MST, MBA, Managing Director, Estate Street Partners, LLC.
Mr. Beatrice is an asset protection, award-winning trust and estate planning expert.

Estate Street Partners, LLC
Uncompromising, Alternative and Exclusive Estate Planning & Wealth Management for an Accelerated Chartered Roadmap to Financial Success
71 Commercial Street #150, Boston, MA 02109
toll-free: 888-93-ULTRA (888-938-5872)
tel: +1.508.429.0011 fax: +1.508.429.3034
Only by appointment: 2235 E. Flamingo Road, Suite 201-G, Las Vegas NV 89119
toll-free: 888-93ULTRA (888-938-5872)
tel: 702.615.7616 fax: 702.796.6694

| Del.icio.us | Google | Furl | Yahoo MyWeb

Netscape | reddit | Spurl | Connotea | Squidoo

Technorati | ma.gnolia | Earthlink.net | Backflip

RawSugar | Shadows | Simpy | StumbleUpon