Starting a charity isn’t just “nice to have.” Done right, it’s a smart way to create lasting impact, protect your assets, and strengthen your financial strategy—while bringing your family into something meaningful. It also offers advantages that traditional for-profit businesses...
Starting a charity isn’t just “nice to have.” Done right, it’s a smart way to create lasting impact, protect your assets, and strengthen your financial strategy—while bringing your family into something meaningful. It also offers advantages that traditional for-profit businesses...
When it comes to investing in real estate, cash flow and appreciation are important—but your tax strategy ultimately determines how much you keep. Two investors can buy the same property, earn the same rental income, and end up with completely...
If you’ve ever wondered why some people seem to attract lawsuits while others fly under the radar, here’s the truth: visibility invites litigation. When your name pops up on deeds, annual filings, and public databases, contingency-fee lawyers see a target....
Tax planning isn’t about what you earned last year—it’s about how you structure your income today. The wealthy know this better than anyone. They don’t just wait until April to file; they develop a strategy that maximizes savings year-round. In...
If I had to start from scratch and minimize my tax bill as close to zero as possible—legally—there are five strategies I would use to achieve this, which I explain below. These are not gimmicks. They’re straight out of the...
I frequently receive this question from real estate investors and business owners: “How do the wealthy fund deals without begging a bank?” The truth is, you don’t have to rely on traditional mortgage loans, banks, or higher interest rates to...
When most people hear the words estate planning or legacy plan, they think about wills, probate court, and taxes. But here’s the truth: creating a legacy that lasts generations isn’t complicated—or reserved for the ultra-wealthy. The foundation is actually pretty...
If you invest in real estate or own a business, where you live (and where you hold property) can make a massive difference in how much of your wealth actually transfers to your family members. Some states add their own...
If you own rental property, you’ve probably asked yourself: Should I set up an LLC for my real estate? It’s one of the first big questions new landlords face—and for good reason. Owning real estate in your name might seem...
Cash Deals in LLCs and Trusts Now Under Major FinCen Scrutiny If you own property in an LLC, a living trust, or any other type of trust, or if you’re buying real estate with cash, this update is for you. ...
Why Would Someone Want to Disappear From Public Records? Most people don’t realize how much of their assets are searchable. With just a few clicks, anyone can determine where you live, what property you own, or what business entity is...
