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Captives in Estate Planning

If you are looking for another way to protect your assets and manage your wealth, you may have considered using captives. A captive is an insurance company focused on financing the risks of owners and contributors. Not only can captives be used to guard your assets, but captives can also help you with creating a long-term estate plan. This strategy is especially beneficial for high-asset individuals with a large number of assets.

When you have more, it also means you have more to lose. Using captives for Estate Planning can enable you to protect your assets and secure them for the sake of your loved ones. If you are interested in using captives in your wealth management plan, contact our attorneys.

Why Choose Us?

Mathur Law Offices, P.C. is proud to provide our clients with comprehensive, applicable Estate Planning strategies. We work with each of our clients individually to assess their unique needs in order to create a plan to move towards their ultimate economic goal. Our firm provides a variety of wealth management services to benefit our clients. We work with financial planners and other experts to ensure you receive the best wealth protection guidance possible for whatever your financial needs may be.

Using Captives to Protect Your Finances

Captives are especially useful in controlling the risk to your finances. Rather than seeking insurance coverage from a third-party, some individuals may be able to set up a captive for their business in order to control or maintain any potential losses. Captives may help prevent the user from the rising costs of insurance, and can also provide gap insurance if necessary. Additionally, using captives in Estate Planning can help cut income tax costs, diversify investments, and can also protect your other assets.

Let Our Legal Team Help You

At Mathur Law Offices, P.C., our team has a thorough understanding of numerous Estate Planning strategies currently in use today. We can help you use captives to protect your assets in a way that helps you and your business. To discuss this tactic, as well as other potentially beneficial options, we encourage you to read out to our team, today.

Contact Mathur Law Offices, P.C. to get started on your Estate Planning plan.

What to Expect From Mathur Law Offices, P.C.

  • A legal team with a wide breadth of legal knowledge
  • An emphasis on making your needs our top priority
  • Personalized, unwavering commitment to you
  • A team with unmatched experience and versatility
  • Compassionate and genuine service

Trusted Recommendations
From Our Clients

  • The Right Team

    “Great team and always there to answer your questions. Most times when I call , I happen to get connected with Yvette. She has always been easy to work with and always looking for ways to make sure that I have a great experience. The legal expertise assigned to my case are all wonderful and willing to listen and offer recommendations. I will recommend this Law firm to anyone seeking legal services.”

    Rose

  • This was the best experience of our lives!

    “Hello Sanjay, Ignatius and Anamika, Appreciate your seamless efforts; all the way for the outcome and results of our Naturalization Application.”

    M.S

  • You truly have put all my worries to rest!

    “I want to thank you so much for all the help you have provided us.”

    M.N.

  • Citizenship

    “Ignatius, and his team, did a wonderful job on my journey to becoming a naturalized US citizen. They were there with my husband and I from the very beginning, until the Oath Ceremony. In the beginning, we had a wonderful consultation with Sanjay, where he explained everything step by step, and they presented all the necessary paperwork to the government for each step that we took. Part of our journey was with Anamika, where she helped us get through the first 2 parts of the legal process, and the final part was with Ignatius, who assisted us with the naturalization part. Thank you, Ignatius, for being there with me during the interview process. Your presence helped to ease my mind.”

    Ignatius

  • Five star experience and one of the best professionals to deal with!

    “He helped me get my citizenship on a very complicated case. And trust me, without him I wouldn’t be united with my family today!”

    V.N.