Wealth Protectiong Planning
Top Strategies and Secrets To Protect Assets,
Reduce Taxes and Save Money
A CONTENT-PACKED and INTENSIVE COURSE YOU CAN’T AFFORD TO MISS!
In this advanced class, you will learn how to safely build and protect your wealth, shield your assets from creditors, find a long-term care plan that is right for you, set up a small business and much more. This course is for anyone who wants to learn top legal strategies than can save you THOUSANDS of dollars!!!
Come and learn from our local Hawaii attorney JARRETT MACANAS of MACANAS LAW FIRM as he shares his valuable insights and up-to-date information on the following:
Ø Keys to a Successful Hawaii Small Business
· How to Set up a Business in 3 easy steps
· Where to Incorporate or Organize Your Business Entity
· Running Your Business for Maximum Asset Protection
Ø Hawaii Asset Protection Law Update
· LLCs for Your Rental Properties to Achieve Maximum Asset Protection Benefits
· Using a Domestic Asset Protection Trust to Shield Assets
· Mainland LLCs: the Good, the Bad, and the Ugly
· Using Insurance as a Wealth Building Tool and Asset Protection Tool
Ø Saving Money and Time with a Trust-Based Estate Plan
· Understanding the Right Timing for HELOCs/Mortgages with Trusts and LLCs
· Protecting Your Children’s Inheritances and Passing Wealth Tax Free
· How to Maintain Privacy and Protect Your Estate If You Become Disabled
· How to Avoid Probate Fees and Court Costs
· How to Minimize Federal and State Taxes
· How to Provide for Special Needs Children
Ø Hawaii Elder Law Update: Best Practice for Caring for Loved Ones
· Long Term Care Options and Planning
· Use of Insurance and Reverse Mortgages
· Demystifying the 5 Year Look Back Rule
· Why Putting Property in the Children’s Name May be a Mistake
· Best Solutions for LTC Planning
Jarrett P. Macanas, Esq, is the owner of Macanas Law Firm, a boutique firm focusing on senior care planning, estate planning, business law and real estate. Mr. Macanas has over 12 years of experience in his field having earned a B.S. degree from Brigham Young University (Provo), a law degree from the University of Utah and he is a 2017 candidate for a L.L.M. (Master of Laws) in Taxation from the prestigious tax program of Boston University School of Law. He is a past adjunct professor at the University of Hawaii's Kapiolani Community College, where he taught Estate Planning and Business Formations He is admitted to the Hawaii State Bar Association and the Utah State Bar and is a member of the Hawaii State Bar Association's Estate Planning & Probate, Elder Law and Tax Sections and Hawaii Estate Planning Council. He is a frequent lecturer and presenter for various attorney organizations, financial groups and business schools. Since 2010, Macanas Law Firm has served over 600 Hawaii families, seniors and business owners in estate planning matters.
Prerequisite: This class is for fully enrolled Sweep clients. Please contact us at 808-533-4455 with any questions.
For parking options at our Ward and Waipio offices, click on this link
www.sweepstrategies.com/locations/
