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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

  • Citizenship

    “Although the entire process was rather long, Mathur Law Offices has certainly made everything very easy for us as I transitioned into being a US Citizen. I greatly appreciate all the hard work that they have done for us, and would highly recommend them to anyone who is wanting to become a US Citizen. Rosie is a very wonderful receptionist, who is always upbeat, and welcoming to anyone who calls in or comes in for an interview. All of the lawyers that we have dealt with have been very professional, and straight forward with us. I'm really glad that we have chosen Mathur Law Offices for my citizenship journey. Thank you, Mathur Team, for all that you have done. Keep up the really excellent work.”

    Angela

  • Great

    “Dana our lawyer was great. She told us to ask for the moon but not expect it. She got us the moon. Dana is not afraid to go after what is yours she came through for us. Thank you Dana”

    William bassham

  • She is amazing, very respectful, and kind

    “She really helped me feel understood and gave me hope with my situation. She was able to give me the resources to move forward with my case.”

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  • Thank You, Yvette

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  • 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