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Asset Protection, Insurance, Real State

Benefits of Life Insurance in Estate Planning

BY Admin | July 30, 2018

Life insurance is a unique asset used to accomplish any of the following: The creation of an estate where circumstances have kept the estate owner from accumulating sufficient assets to care for his loved ones in the event of a premature death.To protect a business value due to the loss of key employees.For debt reduction.…

Asset Protection, Real State

Will Your Estate Plan Work The Way It Should?

BY Admin | June 14, 2018

Although estate planning documents may be signed, the estate planning process is not complete until asset titles are changed so that they can be controlled by those documents. The act of retitling assets is called funding. So, when the estate planning attorney or your financial advisor speaks of funding your trust, for example, he or…

Asset Protection, Real State


BY Admin | May 15, 2018

How much can I make? That is a common question I get when people come to the Academy to learn about Residential Assisted Living. There are 2 directions that you can go. Own the Real Estate and rent it to an operatorOwn the Real Estate AND operate the Residential Assisted Living business as well. If…

IRA, Real State, Wealth Management

Rules of using your Self directed IRA to Invest in Real Estate

BY Admin | May 8, 2018

Thousands of investors, who have opened up a self-directed IRA to gain access to a bundle of investment opportunities that traditional IRAs are restricted from. One of the most popular investments offered is real estate.  With home prices reaching historic highs in major cities across the country, real estate remains a seller’s market. Greg Herlean…

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