Estate Planning

The 4 Essential Elements:

Legacy Preservation

We look at our financial life in two phases; one while we are living and the other when we are not. We refer to these two phases as, your life and your legacy. Think of estate planning as asset protection once you are no longer physically able to make choices and decisions. The goal of estate planning is to ensure that what you will always be in control of your wealth, while you are still living and after you have passed on.

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The 4x4 Financial Independence Plan

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The Smart Legacy Plan Organizer

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Charitable Trusts & Annuities

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Deferred Sales Trusts

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Micro-Captive Insurance Companies

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No-Load Annuities

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Retirement Plans (Company Sponsored) Pension & Profit Sharing Plans - The Super(k)

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Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's

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Annuities

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Delaware Statutory Trusts

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Insurance-Disability

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Insurance-Life

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Insurance-Long Term Care

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Mortgages-Forward

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Mortgages-Reverse

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Real Estate Rentals (Direct)

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Real Estate Rentals (Partnerships & Syndications)

Legacy Preservation
Education 

The material in this section is designed to help you both grow and maintain your Estate Plan so you can live more independently!

Home Equity Conversion

Home Equity Conversion

If you own your home, and you have at least 50% equity to market value, watch this video to learn how you can (and why...

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Estate Tax Liquidity

Estate Tax Liquidity

If you have a current net worth of at least $5,000,000 growing faster than inflation, and want to minimize the estate...

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ETF or Mutual Fund?

ETF or Mutual Fund?

ETFs (Exchange Traded Funds) and Mutual Funds are similar in just enough ways to be confusing. ETF’s popularity is...

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