MaxPlans for Life provides a series of, “vanilla”, options to enhance, protect, and project your gains for yourself and future generations. You will want to include tax, legal, and financial advisors as your financial world changes, but there are some things that can be done relatively inexpensive that can lay the foundation for those professionals to do a GREAT job with your situation.
Examples of windfall gains include, but are not limited to:
· Unexpected inheritance or other large gift from another
· Sweepstakes winnings
· Winning a lottery or success in another form of gambling
· Returns on investments, (stocks, foreign currencies, cryptocurrencies, real estate, etc.) This is the most common investment and the primary focus of MaxPlans for Life.
· Proceeds or profit from a large sale
· Game show, or other contest winnings
· Employment payroll bonus
· Natural resources
· Foreign aid
· Proceeds from an insurance claim
· Settlement from a lawsuit
· Discoveries from treasure hunting
When these events come into your life the provided options from MaxPlans will reduce the emotional stress and lay the groundwork for a successful integration into your new financially secure world. Most of these windfall gains can be anticipated and preparation for them can be essential.
Get all your legal documents; Self Directed Roth, Gifting Assignments, and CRUT ready NOW.
All of these options are available from MaxPlans for Life. So, take your time, possibly arrange for a FREE 30 minute consultation, and allow yourself to plan for the now, later, and them.
TO LEARN MORE ABOUT WINDFALL GAIN OPTIONS, CLICK THE BUTTON BELOW.
All information and discussions presented are for educational purposes only, are general in nature, and are not intended as investment, legal or tax advice. Each person’s personal and financial situation is unique and different, and the information provided may not apply to or work effectively for you. By signing up for, and attending or participating in any presentations, you agree that Bob Adams, David Steffensen, Tony Elder, personally, and MaxPlans for Life, Inc., and all affiliate companies, representatives, associates, or employees (“Information Providers”) are hereby held harmless from all liability and loss associated with the information and discussion provided, and as to any action or strategy you may choose to implement with regard to the same. In all events, we encourage you to consult with qualified and independent legal, tax and investment advisors of your choosing as to any idea, strategy, or concept presented herein.
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