Protect What You've Built.
Secure What You'll Leave Behind.
FTW Funding Members get exclusive access to our certified legal team β offering comprehensive Estate Planning & Asset Protection services designed to preserve your wealth, protect your family, and grow your legacy.
Understanding Estate Planning,
Trusts & Life Insurance
Watch this educational video to learn how proper estate planning, the right trust structure, and life insurance work together to protect your assets and your family's future.
“Most people spend a lifetime building wealth β but only those who plan protect it.” — FTW Funding Legal Advisory Team
Who Benefits From Our Services?
You have assets, property, or a business you want to protect
You want to protect your familyβs financial future
You want to avoid probate & minimize estate taxes
Youβre a business owner, investor, or entrepreneur
You want to leave a lasting legacy for future generations
Youβre an FTW Funding member seeking full financial protection
Estate Planning & Asset Protection Services
Our trusted legal partners work directly with you to implement the right instruments for your financial situation. Every service is handled by licensed attorneys β exclusively for FTW Funding members.
Revocable Living Trust
A legal arrangement where you transfer ownership of your assets into a trust during your lifetime, maintaining full control to modify or revoke it at any time.
- Avoids the costly and time-consuming probate process
- Keeps your estate private (unlike a will)
- Ensures seamless transfer of assets to heirs
- Protects assets even if you become incapacitated
Irrevocable Trust
A trust that, once established, cannot be altered or revoked. Assets placed in an irrevocable trust are removed from your taxable estate for maximum protection.
- Maximum protection from creditors & lawsuits
- Significantly reduces estate and gift taxes
- Protects assets while qualifying for Medicaid
- Shields wealth for future generations
LLC Formation for Asset Protection
A Limited Liability Company legally separates your personal assets from your business liabilities, creating a legal shield against financial and legal risks.
- Personal assets protected from business lawsuits
- Pass-through taxation β avoid double taxation
- Flexible management structure
- Ideal for real estate investors & entrepreneurs
Last Will & Testament
A legally binding document that outlines how your assets, property, and personal belongings will be distributed after your passing.
- Ensures your wishes are clearly legally enforced
- Designates guardianship for minor children
- Reduces family disputes over estate distribution
- Can be updated as your life changes
Life Insurance Planning & Structuring
Strategic placement of life insurance policies β including term, whole life, and Indexed Universal Life (IUL) β as part of your estate plan and wealth strategy.
- Tax-free death benefit paid to your beneficiaries
- IUL builds cash value you can borrow against tax-free
- Funds estate taxes so heirs inherit full asset value
- Replaces income and protects your familyβs lifestyle
Power of Attorney (Financial & Healthcare)
A legal document authorizing a trusted person to make financial or medical decisions on your behalf if you become unable to do so.
- Ensures your finances are managed during incapacitation
- Avoids costly court-ordered guardianship proceedings
- Medical POA ensures your healthcare wishes are honored
- Peace of mind for you and your family
Living Will / Advance Healthcare Directive
A written legal document specifying your medical treatment preferences if youβre unable to communicate β covering life support, resuscitation, and end-of-life care.
- Your medical wishes are legally protected
- Relieves family from impossible decisions in a crisis
- Works alongside your Healthcare Power of Attorney
- Can be updated as your preferences change
Beneficiary Designation Review & Optimization
A comprehensive review of all beneficiary designations across retirement accounts (401k, IRA), life insurance, and bank accounts to align with your estate plan.
- Prevents assets from going to unintended parties
- Avoids conflicts between will and account designations
- Protects minor and special needs heirs
- Maximizes tax efficiency of inherited accounts
Business Succession Planning
A strategic plan determining what happens to your business when you retire, become incapacitated, or pass away β including ownership transfer and buy-sell agreements.
- Ensures business continuity without disruption
- Protects the value youβve built for your family
- Prevents forced liquidation of the business
- Clearly defines roles and ownership transition
Asset Protection Planning
A comprehensive legal strategy using trusts, LLCs, insurance products, and retirement accounts to shield your wealth from creditors, lawsuits, and judgments.
- Multiple legal layers of protection around your assets
- Protects real estate, business interests & investments
- Legal and proactive β not reactive after a lawsuit
- Preserves generational wealth
Protecting Your Future At Every Step
How FTW Funding Members Access These Services
Sign Up or Become a Member
Fill out the form below to gain access to our estate planning services as an FTW Funding member.
Initial Consultation
Our legal team schedules a private consultation to assess your financial situation and estate planning needs.
Custom Plan Built for You
Your personalized estate plan is drafted, reviewed, and finalized by our licensed legal partners.
Ongoing Member Support
As your life evolves, your plan evolves. Members get continued access to updates and reviews.
Get Started β Protect Your Assets Today
Complete the form below and one of our team members will contact you within 24 hours to discuss your estate planning needs.
π‘οΈ Estate Planning Member Sign-Up
A legal advisor will contact you within 24 business hours
π Your information is 100% confidential and will never be shared or sold.
π
Prefer to Talk First?
Book a Free Consultation
Not sure which services are right for you? Schedule a free 30-minute strategy call with an FTW Funding financial and legal advisor. Weβll review your current situation and recommend the best plan.
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