QUICK ANNOUNCEMENT – I was going to talk about asset protection today in this month’s estate planning deep dive, but instead I’m going to share a talk I did with.
Leadership. Yesterday I did a Q&A session with some real estate investors. They wanted to know about dynasty trusts. Translation = they wanted to know how to create a system.
Unless you’ve been in a cave the last 10 days or so, you know there is conflict in the Ukraine. And, while that ignites all of the usual thoughts about.
If you’ve completed your estate plan with me you are fully aware of the part of the process where you have to decide whether or not to remain on life.
Here’s something you may not know about me: I read at least 20 pages of a book that teaches me something every day. That means I get through quite a.
If you know me well at all you know I’ve got a laundry list of things I want to do in 2022. I want to open more locations of CMS.
You ever experience this as you think about estate planning? “Well what if x…?” “Oh well I’d do this… but then what if we did that and then y happens?”.
First things first, welcome back to the newsletter! It’s been quite some time since I’ve put this out, but it’s going to become a regular thing for me moving forward.
I don’t know about you, but a couple of weeks ago everyone in my world was talking about cryptocurrency. And not just the regular players, Bitcoin and Etherium. Dogecoin was.
First things first, I googled it. It’s definitely lode and not load. Second things second, as today is Mother’s Day, I needed to work the word mother into the title.
