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Insurance fundamentals

How does Insurance work?

Why does Insurance matter?

Common questions

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INSURANCE FUNDAMENTALS

Protect your assets and your loved ones and find tax advantaged investment strategies with P&C, Umbrella, and Life insurance strategies.

how do Estate Plans work?

TRUSTEE VS. EXECUTOR

You can ease the burden on your heirs by planning ahead, and letting your chosen executor and trustee(s) know about their jobs ahead of time.

TRUST EXECUTOR DUTIES

So you’ve been named as an executor in a will or as a trustee in a trust? We cover the difference between the two, the trust executor duties and more.

SELF-DIRECTED ROTH IRA LLC

Roth IRAs, while primarily used for the purposes of retirement, can also be useful for estate planning. We’ll show you how.

UPDATING YOUR ESTATE PLAN

There are five major life events that are also the times you should review your estate plan and make any necessary adjustments.

The Ultimate Estate Management Guide

Estate management is the action of picking who receives your estate and manages your responsibilities if you are dead or incapacitated.

Why a Will Isn't Enough

As a responsible real estate investor, you should commit to estate planning to avoid probate court; and the headache probate brings.

Do you have asset protection questions? We can help!

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Why does an Estate Plan matter?

General

Who Will Carry On Your Legacy?

3 Quick Tips To Avoid Later Problems

Estate Planning FAQs

PRO TIPS

Selling An Inherited House As-Is With Siblings

When Is The Last Time You Updated Your Living Trust?

Getting Remarried? It’s Time To Update Your Personal Estate Plan

Retirement Planning and Charitable Giving

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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Solo 401k

RETIREMENT PLANNING

A Self-Directed, or Solo 401k—or what the IRS calls a one-participant 401k—is a versatile retirement account that lets investors and business owners grow retirement savings tax-free.

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Do you have asset protection questions? We can help!

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UNDERSTANDING LIVING TRUSTS

For those with a lot of assets or assets spread across multiple states, a revocable living trust is a legal tool for distributing assets after death.

ELIGIBILITY, RULES & REGULATIONS

Many of the structures used to defend your assets have eligibility rules. So it’s only natural to wonder what rules apply to your estate plan.

DISCOVER INSURANCE

INSURANCE FUNDAMENTALS

Getting the right insurance

What investors need to know

BENEFITS OF THE STRUCTURE

ESTATE PLANNING 101

FINDING A TRUSTEE

LIVING TRUST VERSUS A WILL

The Cost of Probate on an Estate

Costly DIY Estate Plan Mistakes to Avoid

Do you have asset protection questions? We can help!

how do Estate Plans work?

TRUSTEE VS. EXECUTOR

TRUST EXECUTOR DUTIES

SELF-DIRECTED ROTH IRA LLC

UPDATING YOUR ESTATE PLAN

The Ultimate Estate Management Guide

Why a Will Isn't Enough

Do you have asset protection questions? We can help!

Why does an Estate Plan matter?

General

PRO TIPS

Estate Plan

Estate Planning

Solo 401k

RETIREMENT PLANNING

Do you have asset protection questions? We can help!

still have questions?

UNDERSTANDING LIVING TRUSTS

ELIGIBILITY, RULES & REGULATIONS

Do you have asset protection questions? We can help!

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