Xenith Financial Solutions Center, LLC offers a truly Unique and Copyrighted trust. It has been our finding that many attorneys and CPAs do not have experience working with these documents because, for the most part, this type of trust have been a tool relegated to the extremely wealthy. Its implementation has been rare and private for reasons you will come to understand. Without our efforts, the average person may never hear of such devices for protecting assets and reducing Federal income taxes whether or not that are an attorney or CPA.
We have put together this site solely for the purpose of explaining some of the finer details of the applicable tax code and trust law. As the principal of the firm, I have dealt with estate planning matters for almost 22 years as a financial advisor. Over this time we have sought unique and creative ways to protect assets where other advisors (attorneys, CPAs, and financial advisors) sought only to promote the status quo.
We believe the status quo only serves to hold back clients from succeeding financially. Afterall, 95% of people are not prepared financially to retire by age 65...that IS the status quo. We don't believe clients want to be "average" or "typical" when it comes to the strategies they implement.
Benefits of the Xenith Financial Spendthrift Trust
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