Paralegal Office of
Robert L. West
How to Best Manage Your Enterprise
This Coronavirus can and will affect your business and assets. See how to protect your assets TODAY!
Spendthrift Trust webinar
Tuesday March 24, 2020, 9:00pm Eastern/8:00pm Central/7:00pm Mountain/6:00pm Pacific Time.
Click here: https://zoom.us/j/3034720531
Proper planning not only helps you preserve and grow your assets but ensures you control how it is passed on.
PEACE OF MIND
Know your assets and your family will be protected and that assets are not squandered away in probate or any court.
Minimize your estate’s tax liabilities and federal income taxes allowing you to grow wealth and your assets much faster.. (Reference IRC 643)
Banking & Finance
Experience the immense value of controlling everything as a Trustee and not a person; by directing your trust to be the owner of property and financial accounts.
Hi. I'm Rob West. I specialize in simplifying complex financial matters. As a financial professional for over forty years, I know what can happen to accumulated wealth without proper planning.
As an estate/probate & trust paralegal, I've seen it all, from probate courts publicly redistributing someone's hard-earned wealth to families fighting over their "fair share." I've even been witness to deathbed planning, which believe me is not the place to make essential financial decisions.
As your trusted advisor at VIP Insider, I believe everyone should have an estate plan in place to preserve, protect, and pass along their wealth according to their wishes, not someone else's before unexpected circumstances arise. If you believe the same, let's talk.
..And most importantly, you and your family