Step 3
You identified your money model and assembled your team, now it is time to draft your legal documents. As daunting as that may seem, you…
Author: Darol
Attorney. Podcster.
Step Two
After you have determined you Money Model, the next step is to assemble your team. Rich or poor, simple or complex estate, it does not matter. All p…
Step One
The Roadmap Overview identified the different money models. Your first step is to determine your model.
To avoid going bald and having bad milk, make good crumbs with your family by this estate plan
A fun comparison between learning Spanish and building an estate plan. The title reference to a vampire comes from Spanish expression to be like a va…
The Order of Estate and Asset Protection Planning
To illustrate the steps one must take to implement an estate transfer or asset protection plan, the Academy has a course, called the Asset Protection …
Irrevocable Trust
A trust, created at when you are living or by your will when you die, that you cannot amend or revoke. Often, the assets in…
Revocable Living Trust
A trust created while you are living. Living trusts do not protect assets because, except for probate law, the assets inside the trust are owned…
Community Property
Property owned jointly by two spouses in community property states. The community property states are Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and…
Personal Property
Property that is not real estate, i.e., land, or real property, the legal interests that attach to land, e.g., covenants, mineral rights, or easements. Personal…