When someone says "trust" or "trust fund" you may imagine a well-to-do family in a mansion with decades of wealth passing from generation to generation. But there is nothing to stop you from protecting your assets with the same legal vehicles these families use and it doesn't have to cost an arm and a leg to do so.
You and your family can enjoy the benefits of a trust and in most cases it is the most effective way to eliminate or reduce inheritance taxes, gift taxes, capital gains taxes, income taxes and estate tax. Not to mention you skip the probate fees and delays that come with passing your assets on to your heirs through a will.
You and your family can enjoy the benefits of a trust and in most cases it is the most effective way to eliminate or reduce inheritance taxes, gift taxes, capital gains taxes, income taxes and estate tax. Not to mention you skip the probate fees and delays that come with passing your assets on to your heirs through a will.
Services
James K. Worley is the founder and President of American Family Estates Preservation, Inc. James began his financial services career in 1977 as a licensed life, accident and health agent. He also earned his degrees in Business Management, Marketing and Accounting.
In the Financial Services Field he continued his education by attaining the "Fraternal Insurance Counselor Fellow" designation (FICF) degree from the American College of Financial Services.He has continued his studies and education by attending schools with curriculum in Annuity Concepts, Business Insurance, Retirement Counseling, Insurance Law and Risk, Estate Planning and Trust Creation and Implementation.
In the Financial Services Field he continued his education by attaining the "Fraternal Insurance Counselor Fellow" designation (FICF) degree from the American College of Financial Services.He has continued his studies and education by attending schools with curriculum in Annuity Concepts, Business Insurance, Retirement Counseling, Insurance Law and Risk, Estate Planning and Trust Creation and Implementation.
A living trust is created to serve you while you're alive and after you have passed. It gives clear instructions on how to take care of you in the event you are incapacitated or when the inevitable occurs. Our estate planning professionals will personally visit with you about your individual situations and circumstances.
You never know when it will be too late. Estate planning is something that deserves your attention. It's a "now" thing. Remember, if you don't have a plan, the courts do - and it may not reflect what you would choose and no one will be able to do anything about it. Estate planning is simply the creation of a portfolio of legal documents designed with the specific intention of accomplishing a variety of goals.
A Special Needs Trust is a very specific kind of trust that offers the option of keeping someone physically or mentally disabled or chronically ill, eligible for public benefit programs while also receiving the benefit of a supplemental fund. If you have a loved one with special needs, it may be beneficial to set up a Special Needs Trust to help support that person financially after you die.
The Department of Veteran Affairs offers a special benefit to war-era Veterans and their surviving spouses. It is a pension benefit well-hidden from common knowledge and thousands of Veterans are missing out on benefits they could be receiving right now. As an active-duty Veteran you, at one time, wrote a blank check payable to the United States of America for an amount of "up to and including your life."
Reviews (2)
Julia A.
Jun 13, 2021
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I have had the honor of working with AFEPI on several estate planning projects. Their professionalism and attention to the client's wants/needs/wishes are consistent through the entire process. Every "i" was dotted and every "t" crossed.
We've also followed up with questions and updates over the past year and every time they have answered our inquiries completely and if it required any footwork on their part, they always finished the task and followed up.
So I can give five stars without hesitation. They were great to work with before, during and after each planning project. Highly recommend
We've also followed up with questions and updates over the past year and every time they have answered our inquiries completely and if it required any footwork on their part, they always finished the task and followed up.
So I can give five stars without hesitation. They were great to work with before, during and after each planning project. Highly recommend
Lori Virnig
Jan 08, 2021
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My family decided to put together a living trust in 2020. I was so impressed with the intentionality of AFEPI. They were there to help set it all up and made it all seem so simple. It was complete in
just a couple weeks. Now I can rest knowing that my family is protected should either my husband or I become incapacitated. The living trust will protect my family even after my husband and I are long gone from this earth.
Thank you AFEPI and James Worley for the peace of mind.
just a couple weeks. Now I can rest knowing that my family is protected should either my husband or I become incapacitated. The living trust will protect my family even after my husband and I are long gone from this earth.
Thank you AFEPI and James Worley for the peace of mind.
