Educate, Assist, Protect
Services
NMBA Services
Family Limited Partnerships have many benefits. One of the most common uses for these types of business entities is to protect assets from creditors and from lawsuits. Another benefit is that they allow family members to pool resources, thus lowering legal, accounting, and investing costs.
Incorporation Documentation
Services that we provide, include, but aren't limited to:
Zero Capital Gains Tax Charitable Remainder Trusts
Family Limited Partnerships
The Charitable Remainder Trust is one of the most efficient estate tools. It is for anyone with assets that have experienced significant appreciation like Stocks, Real Estate, a Business, etc. It also provides for family members and charities after death.
Tax Saving Incorporations
There are many different types of business entities. Although it is true that all of them have some form of tax saving benefits. There is one, however, in terms of tax savings, that the business tax code was written around. The Corporation. The original business entity.
No Probate Living Trusts
This trust is to either save money on taxes or set up long term property management. All living trusts are designed to avoid probate proceedings and may be used to reduce taxes, safeguard financial privacy, and to regulate the use of assets if the owner becomes incapacitated.
Articles of Incorporation
Bylaws
Minutes of Organizational Meeting
Corporate Resolutions
Family Limited Partnership Documentation
Certificate of Limited Partnership
Limited Partnership Agreement
Limited Partnership Schedule A
Charitable Remainder Unitrust Documentation
CRT One Life
CRT Two Lives, Concurrent/Consecutive
CRT Quitclaim Deed
Living Trust Documentation
Single Person Trust
Family Trust
Children Trust