Advanced Preservation Inc.

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Wealth Preservation and Estate Planning

Leave More Of Your Money to the People You Love Most When You Are No Longer Here

One of the biggest negative wealth transfers can occur at death. How you preserve and structure your assets before you die can be the difference between hundreds of thousands…to millions of dollars of lost money to unnecessary taxes.

Our referral team of estate planning specialists help people with accumulated assets build a legal wall around their wealth so they can give most of their money to their loved ones at death. We specialize in setting up and funding tax-reduction entities and structures, annual gift giving and tax-advantaged investments and insurance.

Once we  understand your wealth transfer wishes, we utilize advanced wealth preservation strategies and products to help you most efficiently and effectively achieve your legacy goals.

Our team of affiliate estate planning specialists help structure trusts, agreements and specialty products so your beneficiaries receive more of your hard-earned money when your estate passes to them. Our area of expertise includes:

  • Irrevocable Life Insurance Trusts (ILIT)
  • Spousal Limited Access Trusts (SLAT)
  • Dynasty Generation Skipping Trusts
  • Qualified Terminable Interest Property Trusts (QTIP)
  • Qualified Personal Residence Trusts (QPRT)
  • Credit Shelter Trusts
  • Premium Financing
  • Equity Split Dollar Agreements
  • Non-Equity Split Dollar Agreements
  • Buy/Sell Agreements
  • Survivorship Life Insurance

And much more . . .

Bottom line, the bigger your assets…the more you need a pro-active wealth transfer plan.

Contact us today to learn how our team of advanced wealth preservation specialists can help pass the majority of your wealth to the people and organizations you love most. If you don’t you are letting Uncle Sam do your estate planning.

Call: (908) 444-4599

How Can We Help?

Individuals

  • Tax-Free Income
  • Multi-Generational Estate Planning
  • Premium Financing
  • Personal Pensions
  • IRA, 401k & Corporate Pension Rollovers
  • Free College Money
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Call: (908) 444-4599

Advanced Wealth Preservation Inc.
7 Farmstead Rd.
Short Hills, NJ 07078

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Copyright Advanced Preservation Inc. [READ DISCLOSURE]
Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com.

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