Steve's Story - Planning for the Worst, Hoping for the Best
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None of us enjoy thinking about our final rest. Since nothing in life is certain except death and taxes, it was worth me putting some thought into planning for my eventual demise. Setting up a family home trust was one of the best decisions I have made. How did I do it? Click on the links I have included to show you how.
![A family trust
doesn’t need to cost
an arm and a leg
BUILD YOUR OWN TRUST ONLINE
Planning
for the
worst and
hoping for
the best
TrustUs.co.nz
Steve’s Story
a quick clever
Business Owner
Copyright © 2016 MAC Innovations NZ Limited.
All Rights Reserved.
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Steve's Story - Planning for the Worst, Hoping for the Best
- 1. A family trust doesn’t need to cost an arm and a leg BUILD YOUR OWN TRUST ONLINE Planning for the worst and hoping for the best TrustUs.co.nz Steve’s Story a quick clever Business Owner Copyright © 2016 MAC Innovations NZ Limited. All Rights Reserved. This is an interactive brochure [click images] To learn more
- 2. 1 Protecting my home within a Trust 3 Ensuring my Life Insurance is paid directly to my Trust Why do it? The most important element for me is that trustees have to act in the best interests of the beneficiaries. I might be a trustee for now, but later if something were to happen to me, I am there in spirit. Ensuring any wealth I manage to create has to be used in the best way for my children, over their lifetime. Not blown over a couple of years. My Approach Delivering an easy asset protection and estate planning strategy that protects my family now and in the future I realised I have a legacy worth protecting
- 3. TrustUs Everything we do We believe in challenging the status quo. We truly think differently. We challenge the status quo by making our solutions online easy. We just happen to have made Asset Protection and Estate Planning available for hard working families like yours. Want to get yourself sorted? Why did I prepare Easy Wills? The last thing I wanted was my loved ones going through more pain, when I know I can be taken away from them suddenly. Why did I transfer Life Insurance? So my wealth becomes safe from undesirables over my family’s lifetime and beyond. Why did I set up a family home trust? Because I didn’t want to lose the roof over my head, over something I didn’t see coming. Protection from creditors and legal action Protection from relationship and property disputes Control over what happens when I die I gained
- 4. The funny thing about wealth It is subjective. Of course, we can look at the uber-wealthy elite like Bill Gates, the top one-percenters, and wonder what it's like to be a billionaire. The truth is if you own a home, you fit into a class of wealth that most people on the planet don't enjoy and probably never will. My lifestyle and family are worth protecting Setting up a family home trust was one of the best decisions I have made It protects my home and any other assets I choose to transfer in the future How did I do it? Click on the dynamic links to show you how
- 5. Easily set up your own Family Home Trust and Wills for the cost of a coffee a day How much will your home be worth in 30 years? I learnt to plan ahead None of us enjoy thinking about the prospect of death. Since nothing in life is certain except death and taxes, it was worth me putting some thought into planning for my eventual demise. As a business owner I prefer to dot my ‘i’s and cross my ‘t’s, and I wanted to be sure I had protected my family from my business risks. The genius of the family home trust lies in my ability to be very specific about protecting my home. A whopping 20% of NZ homeowners already have their homes in a trust, so I knew I was doing the right thing.
- 6. Teaching my kids early How to preserve wealth now, I protect my family's future in two ways. For one thing, I safeguard our assets against potential loss. But I also ensure, that my children are prepared to grow and protect the wealth, that they have already started to amass with after school jobs. The whole process took me minutes to complete. The opportunity was invaluable I was able to set up my own family home trust completely hassle-free, all at my fingertips.
- 7. Time is money I don’t really have the time to spend hours in meetings. The process I went through meant I could confirm details quickly. Take control If I made a mistake, I simply clicked back, and changed details. I could even view documents before I confirmed payment.
- 8. Pricing and convenience I worked out I saved thousands. Other providers charge $3,000+. TrustUs at half the price also offers Consumer Financing at less than $6 a day. Phenomenal value TrustUs provide this value to ensure this saving is kept for your family, so good on you guys. So what are you waiting for? It really is in your hands. SteveTrust Us