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…
Category: Roadmap
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.
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 …