Living Trust and Probate Avoidance
Creating a Proper Estate Plan. A proper Estate Plan includes a minimum of six documents: 1. A living Trust. 2. A Pour-Over Will. 3. Durable Power of Attorney for Assets/Finances. 4. Advanced Healt more...

Protect your Income Properties: Yearly to do list!
Yearly Maintenance *January: Review your insurance cover and increase if necessary, Send 1099’s to independent contractors and tax info to CPA. *February:Property Taxes Due. *May: Carpet Cleaning/F more...

Different types of Trusts from simple to complex and their uses
Advanced Estate Planning Advanced estate planning focuses primarily on reducing transfer taxes and income taxes. Under current federal law, there are three taxes that are imposed on the transfer of more...