Learn About Our Estate Planning Products

WHAT TO DO?

Estate Planning Checklist

The earlier you take care of planning for it, the better off you are.

Finding A Trustee For Your Estate Plan

Finding a trustee for your estate plan is tricky. But we can help you!

Living Trust Versus A Will: What’S The Benefits For Rei?

Many investors don’t even know how crucial it is to have an estate plan.

HOW DOES IT WORK?

Trustee Vs. Executor

You’ll learn about the duties of both positions, and how to survive if you’re picked to serve as either.

Top Six Duties For Trustees And Executors

Before I explain the duties of Executors and Trustees, you need to know the difference between the two.

Estate Planning Opportunities With A Self-Directed Roth Ira Llc

Roth IRAs, while primarily used for the purposes of retirement, can also be useful for estate planning.

5 Times In Life To Really Revise Your Estate Planning

There are major life events that are critical times to review your plan.

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Our Products

ESTATE PLAN

ESTATE PLAN

ESTATE PLANNING

An estate plan is a legal strategy that addresses how your money and other assets will be distributed upon your death.

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FAMILY OFFICE SUBSCRIPTION PLAN

FAMILY OFFICE SUBSCRIPTION PLAN

MEMBERS

This plan ensures that you have everything you need for a successful, legally compliant real estate business.

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BUILD GENERATIONAL WEALTH

You’ve probably had Estate Planning on your to-do list for years. It’s one of those things that sounds responsible, but not profitable … until now. Explore this 5-step system for securing wealth, today and for generations to come.

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A Land Trust Vs. A Living Trust

Making plans now, while you are healthy enough to do so, can save your loved ones time, money, and heartache.

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Our Blog Posts on Estate Planning

Combat Fear With Financial Planning

Fear without direction is a scary thing. We’ve all had our lives upended in the past month, both personally and professionally, in the face of the global Coronavirus pandemic and it’s left many of us feeling a lot of fear about the future. What we’re missing is a...

Estate Planning: The Benefits of the Structure

Let’s do something folks don’t do much–talk about the fun side of estate planning. While it’s hardly a rip-roaring cocktail party subject, it’s important nonetheless. An improperly planned estate, or worse, no plan at all, complicates your already painful death...

Estate Planning: The FAQs

Estate planning is confusing enough for the average person. But as real estate investors, we have a host of unique concerns on top of the Average Joe/Jane. It’s true that estate planning may be stressful for anyone, but understanding estate planning for REIs is too...

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