Category Archives: Retirement & Estate Planning

What’s the point of working so hard to build wealth if your loved ones can’t receive it when you pass away? What’s the best way to save for retirement, so you can enjoy your golden years without fear? This section seeks to answer these questions and more.


solo 401K

Retire Smarter with a Solo 401K

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If you’re self-employed, you may be eligible to take advantage of one of the most powerful retirement tools on the market. This plan is called a Self-directed Solo 401K (Solo-K) and it can help you save more for retirement than a traditional 401K. What’s a Solo-K and how does it work? A Solo-K is an IRS-approved and […]

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Real estate investor

What is a Real Estate Privacy Trust?

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If you’re a real estate investor looking for privacy and protection from liens, title claims and HOA claims…you need a Real Estate Privacy Trust (REPT). So, what exactly is an REPT? Well, that’s the question we’ll be answering in this post! What is an REPT? REPTs are an immensely powerful tool with each property titled in […]

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protect your future

Securing Your Future and Assets

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Sometimes it takes a crisis, like the one we’re experiencing now with the Coronavirus (COVID-19), to put things in perspective. It prompts us to take measures to protect what’s important and better prepare for our future. That’s where legal planning comes in. Without it, your family could be left with a huge financial burden, your assets […]

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The 3 P’s of a Living Trust

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Estate planning is not something that a lot of people place at the top of their priority list, but it is something that is very important. A revocable living trust is a tool you can use for planning your estate. Revocable means that you can change it as needed while you are still alive, and […]

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