Don't Do Joint.
Published: Thu, 04/27/17
Hi Many people try to use joint tenancy to avoid probate. Does it work? Well, yes. But as I e plain in my YouTube video, joint tenancy carries dangers…
clients, students, and interested parties
Published: Thu, 04/27/17
Hi Many people try to use joint tenancy to avoid probate. Does it work? Well, yes. But as I e plain in my YouTube video, joint tenancy carries dangers…
Published: Thu, 04/20/17
Hi You need a trust. To avoid probate, you need a well-written living revocable trust that has been properly funded. But who is going to take care of…
Published: Tue, 04/11/17
Hi It's going to happen. Someone close to you will die and you will be left to pick up the pieces after their loss. What happens when you lose a…
Published: Fri, 03/31/17
Hi We have hijacked this email blast for a special April Fools' joke on Lee. Please click on the picture to the right to see a compilation of Lee's…
Published: Fri, 03/17/17
Hi Good news for you and good news for me. I updated my $249 Advanced Ta Tactics with Ben Rucker, the “reformed” IRS special auditor who works with…
Published: Thu, 03/09/17
Hi What would you do if bankruptcy was looming and a creditor was closing in, or your real estate went upside down? Can you move your assets away from…
Published: Mon, 02/27/17
Hi Utah's ski resorts are enjoying the most snow they've had in years. A snowboarding family member was telling us of how great it was to fall into 10…
Published: Thu, 02/23/17
Hi Maybe you have every intention of putting your estate plan together and writing a will. If the unthinkable happens and you are no longer able to be…
Published: Tue, 02/14/17
Hi Few things are more annoying than finding out you may have to pay out money in ta es because you were given a very nice gift.Most people don't…
Published: Thu, 02/09/17
Hi If you are currently in need of asset protection or ta advice, you need to act now. Professional e pertise will help you increase your…