Covenant Keepers Enterprises, LLC
Office (602) 465-5068
Fax (602) 465-7852
NOW THE GOOD NEWS:
1. FINANCIAL PRIVACY. Both personal and business need only to disclose that information necessary to accomplish the goal.
2. SEPARATION OF LIABILITY. If you don’t own it you can’t be sued for it. In many cases the savings in liability or malpractice insurance makes the program worthwhile.
3. RISK MANAGEMENT. A professional with a $5 million estate will usually have $15 or $20 million in coverage recommended. If that estate were divided into 10 separate ownerships $1 million in coverage would be adequate.
4. ESTATE PLANNING. You can convey any size of estate where you want, when you want without probate, death or inheritance taxes and usually with reduced legal and administrative costs.
5. CONTINUITY OF EXISTENCE. The Trust plan does not die, so the management you select just replaces you and goes on.
6. TAX PLANNING. You can determine what your tax goal and burden should be and set up your program to achieve that goal.
7. FINANCIAL VIABILITY. We do not recommend you move faster or do more than is needed to achieve your goals. Our historic return on investment averages under two years.