Estate Planning

The single most effective step any real estate agent can take to raise his or her business to higher levels is to work from an effective business plan. Whether new to the business or already a top producer, every agent can benefit from the three parts of an effective plan - establishment of meaningful goals, determination of effective methods, and a means for staying on track. In this book by longtime real estate broker, trainer, mentor, and coach Matt Williams, you will learn why working from a detailed plan is critical to your success.

A thorough and organized presentation of Estate Plan that will pass the assets to and/or for the use of descendants in an effective and efficient manner. Also, recommendations as to how assets should be titled to implement the plan and whether additional documents should be put in place. Appropriate discussion on gifting strategies that will reduce gross estate. Gifting recommendations include a discussion of the federal gift tax law, leverage gifts and gifting plan makes sense. It include a strategy to provide liquidity to the estate to pay any estate taxes due and to possibly provide for ...

Do you have enough money for retirement? Want to cash out of the nine-to-five corporate workweek while young enough to pursue your dreams? Are you ready right now to live off the income from a handful of real estate rental properties? Beginners start here. Learn about the technique called House FIRE (Financial Independence, Retire Early). Find out how to create the life you want to live with just a few real estate investments so you can fast-forward to a stress-free early retirement.

An estate planning self-help guide for artists and writers. A will or trust controls who inherits what. The final letter tells your heirs ways to maintain it, even make it thrive, once they've got it. The challenge with an estate that includes Intellectual Property (books, stories, plays, films, etc.), is it has a value that can last another 70 years after your death.

Retirement doesn’t have to be reserved only for the old or the rich. More and more people have been able to retire early through creative ways, such as extreme frugality and investing 90 percent of their income. Quite a number still have been able to retire in their 20s, 30s, and 40s because of real estate. There are many different ways to invest in real estate, but one strategy in particular is popular because it’s easy for first-time investors to get into and assures reliable income that grows through the years.

Are you a real estate agent thinking about your retirement or an active agent ready to take your real estate business to the next level? If you’re ready to set yourself apart, this audiobook is your guide to growing your business or preparing for success in retirement. Our industry is being reshaped by the pandemic, new real estate technology, and the online home search. With the average age of active real estate agents continuing to rise, many agents are contemplating whether they will leave their real estate career in the next two years.

You may be surprised to learn that according to this best seller book by top Australian property experts Ben Kingsley and Bryce Holdaway, you don’t need to accumulate a 10+ property portfolio to create a $2,000 passive income in your retirement. Nor will you need to spend more than 10 hours a week managing your portfolio when you have everything in place.

Unlock the mysteries of economic booms and master the art of navigating financial highs with "Steering Through the Surge." This indispensable guide dives deep into the complexities of financial growth, offering insights and strategies that will empower you to thrive in ever-changing economic landscapes. Discover the nature of economic booms with a comprehensive overview of historical examples and modern trends that shape markets. Learn to pinpoint high-risk investments and recognize industry volatility, ensuring your portfolio stays resilient in uncertain times. Delve into the psychology of...

In the heartwarming and informative guide, "Securing Your Legacy: A Baby Boomer's Guide to Long-Term Care Planning for Adult Children with Disabilities," the Guild of Seven opens a treasure trove of wisdom for seniors facing the unique challenge of caring for their adult children with disabilities. In this compassionate and empowering book, they offer a roadmap to not only secure their own future but also ensure their beloved offspring are cherished and protected long after they're gone. As the golden years approach, Baby Boomers find themselves at a crossroads, balancing their desire for a...

The only certainties in life are death and taxes. If you’re uncertain how to reduce the effects of both on your family and legacy, this new ebook is an indispensable guide to help you handle many problems before they arise. When somebody dies and their estate is being wound up, those left behind face complex processes to follow and, often, distressing disputes between family members. There are so many issues involved. There’s the legal stuff like wills, powers of attorney and advance health directives, the complexities of superannuation and taxation, and extra complications when there ...

Let us help you make your learning more efficient and effective. What will you get from this series from C.R. Wesley? Convenience. Efficiency. Information. Knowledge. Action. In this secondary literature in the Real Estate Knowledge Series, we will now become investors! You have previously learned how to acquire your first home with down payment assistance and now it is time for your second property!

Are you ready to build wealth without risking your future in Wall Street’s hands? Many investors unknowingly lose money to legal scams orchestrated by Wall Street. These financial giants profit while offering a fraction of the returns. But it doesn’t have to be this way. In Wealth Without Wall Street, you’ll discover how to regain control of your finances through multifamily real estate. With scalable income, tax benefits, and resilience during downturns, it’s a proven path to long-term wealth.

A basic estate plan includes four (4) basic documents - a will, a medical power of attorney, a living will and a financial power of attorney. Templates for these basic estate plan documents are free exhibits to this DIY guidebook. Similar templates online can cost you $200 to $300 or more. After reading this book you should be able to customize one or more of the templates included herein and do a decent basic estate plan for yourself. This applies to non lawyers as well as lawyers who do not practice estate planning. This book is a good starting point for young lawyers who want to offer ...

A guide for Canadians on how to use real estate as an investment and retirement solution. Leveraging equity in a principal residence and using it wisely to purchase rental property is the solution to a safe, secure retirement for millions of Canadians. Many Canadians who own their home have never considered buying a second property. And nearly one-third of retirees are worried about running out of money.

The foreclosure market offers all these benefits and more, yet investors are hesitant to get into this property type. Some consider it risky, while others find the unique process of foreclosure investing too complicated. And with various laws, policies, and requirements, it’s easy to get overwhelmed and turned off by it all.

How does an ordinary person with an ordinary income reach their seven-figure dreams? First they must own their own home–and do it David Bach’s way. The financial coach who has helped millions to finish rich is back with a simple, powerful solution to get rich in real estate. As David says, “Renters stay poor, homeowners get rich, and smart landlords laugh all the way to the bank!”

How to amass 10 properties in 10 years and retire sooner. From a Registered Nurse to multi-million dollar property investor.

Protect your loved ones, maximize your wealth transfer, and secure your legacy, even if you don’t know where to start. Regardless of your age or estate size, it's never too late or early to start planning. Leaving your loved ones with a clear, legally binding plan reduces uncertainty and prevents complications. Are you overwhelmed by the complexities of estate planning? Do you worry your loved ones will be burdened with legalities and taxes rather than comfortably secured? Has the fear of legal jargon kept you from taking the first step? If so, you’re not alone.

This book takes you on a journey of one woman's tragedy of losing 2 children and how she has overcome grief, guilt and condemnation to become a successful financial advisor who uses her life story to impress upon others the importance of creating not just an estate plan, but a legacy plan that serves as a gift to your family long after you're gone. In this book she shares stories of families who were broken apart because there was no plan and the suffering of the people left behind as well as uplifting stories of families who understood the importance of making a plan. She includes tips on ...

When it comes to retirement, the old world of pensions and government subsidies has been replaced by 401(k)s and IRAs. Working hard for 30 to 40 years while putting aside a large chunk of your hard-earned salary each month will work in this self-directed retirement age. But is it the best strategy? Is it the most efficient? No! This book explains a simple yet powerful strategy to streamline your retirement saving with real estate.