yourequityshield.com

Equity Shield & Associates - Estate & Legacy Protection

Welcome to Equity Shield. An experience you'll enjoy. EQUITY SHIELD's services help you understand your options before choosing your estate plan, retirement plan and risk management. We will help you identify your core needs, both short-term and long-term. You'll find our services personable and affordable. Take advantage of our convenient planning. We make housecalls - including evenings and weekends. Call to schedule an appointment. Planning sessions are complimentary.

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Equity Shield & Associates - Estate & Legacy Protection | yourequityshield.com Reviews

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Welcome to Equity Shield. An experience you'll enjoy. EQUITY SHIELD's services help you understand your options before choosing your estate plan, retirement plan and risk management. We will help you identify your core needs, both short-term and long-term. You'll find our services personable and affordable. Take advantage of our convenient planning. We make housecalls - including evenings and weekends. Call to schedule an appointment. Planning sessions are complimentary.

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1 meet your team

2 getting started

3 wills and trusts

4 retirement assets

5 risk management

6 frequently asked questions

7 client testimonials

8 expect commitment

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10 reviews

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Equity Shield & Associates - Estate & Legacy Protection | yourequityshield.com Reviews

https://yourequityshield.com

Welcome to Equity Shield. An experience you'll enjoy. EQUITY SHIELD's services help you understand your options before choosing your estate plan, retirement plan and risk management. We will help you identify your core needs, both short-term and long-term. You'll find our services personable and affordable. Take advantage of our convenient planning. We make housecalls - including evenings and weekends. Call to schedule an appointment. Planning sessions are complimentary.

INTERNAL PAGES

yourequityshield.com

1

Equity Shield & Associates - Estate & Legacy Protection

http://www.yourequityshield.com/index.php

Welcome to Equity Shield. An experience you'll enjoy. EQUITY SHIELD's services help you understand your options before choosing your estate plan, retirement plan and risk management. We will help you identify your core needs, both short-term and long-term. You'll find our services personable and affordable. Take advantage of our convenient planning. We make housecalls - including evenings and weekends. Call to schedule an appointment. Planning sessions are complimentary.

2

Equity Shield & Associates - Estate & Legacy Protection

http://www.yourequityshield.com/meetyourteam.php

Equity Shield was founded by two brothers, with complimentary areas of expertise; both possessing the same philosophy. to help others. With successful careers in law, business, equity and risk management, the Matheny brothers combined their resources to create your. Equity Shield. With combined 45 years experience we feel confident that you, like others before you, will appreciate our approach to helping families preserve and grow their assets both now and for future generations.

3

Equity Shield & Associates - Estate & Legacy Protection

http://www.yourequityshield.com/willvstrust.php

Answers to Your Questions. Are Trusts only for the wealthy? Trusts can be beneficial regardless the size of your estate. What is the difference between a Will and a Living Trust? Please reference the diagram to the right. What is the point of a Will? There really isn't much point. You can prepare a Will as a backup in order to pass on items such as jewelry and furniture that don't have a legal title and to express your wishes regarding disposition of your remains and memorial services. No court control -.

4

Equity Shield & Associates - Estate & Legacy Protection

http://www.yourequityshield.com/retirementassets.php

Grow assets without loss. The goal of Equity Shield is to preserve our client's estates. That means reducing or eliminating the risk of losses. We will help you explore strategies which still achieve competitive growth. These strategies can be applied to your IRA's, past employer 401(k)'s and other retirement funds. Increase bank and market yields using Tax Deferral by 17% to 53%. How much can you save and earn by using tax-deferred accounts? This principle is known as triple-compounding.

5

Equity Shield & Associates - Estate & Legacy Protection

http://www.yourequityshield.com/gettingstarted.php

Can you afford to wait? Review your checklist today, and ask yourself: what major life changes or events are alone sufficient to trigger the need to create or modify my estate plan? Do any of the following apply? Guardianship of children and/or grandchildren. A child's change in marital status. Death of a spouse. Caring for ailing parent. Anticipated need for long term care. Acquiring new or additional property. Change in tax status. Irrevocable Life Insurance Trusts. Qualified Terminable Interest Trusts.

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