Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Welcome to "Taking Care of Tutu," the podcast that explores the legal mechanics of how we care for our loved ones and ourselves using the tools of estate planning, probate, and elder law. Join us as we dive into the world of legal intricacies with a touch of aloha spirit. In this podcast, we follow the journey of a dedicated estate planning, probate, and elder law firm as they share insights, stories, and expert advice. They're on a mission to be a one-stop resource in Hawaii for all things ...
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Financial Moments with Tom Copland presents: Estate Planning
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Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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A podcast hosted by attorney Brian A. Barboza discussing the areas of Estate Planning, Probate, and Bankruptcy Law. Covers the substantive law and the hot topics in the current world of bankruptcy, estate planning, and probate.
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Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martel’s Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, ...
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Biblically-Based Estate Planning to help you avoid the long-term effects of financial mismanagement. Learn how to plan your financial future through estate planning, investments and insurance. Learn what exactly is advanced estate planning and how it can help you protect the people in your life.
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Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
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http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and Best Selling Author Shane Smith shares expert advice on how to Protect Your Family, Your Assets, and Your Peace of Mind
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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Michael J. Young, Estate Planning and Elder Law Attorney
Michael J. Young, Estate Planning Attorney
Welcome to the podcast site of Michael J. Young, estate planning attorney. Mr. Young practices in the areas of Estate Planning, Asset Protection, Elder Law and Probates. Cover art photo provided by Jarrett Fifield on Unsplash: https://unsplash.com/@wesailfurther
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Welcome to “Trust Us: Estate Planning Wisdom,” the podcast where we unravel the complexities of estates and trusts to empower you with the knowledge needed for effective legacy planning. This podcast is your guide through the intricate landscapes of wills, trusts, and probate. Thank you for joining us — we hope you find the discussions informative, but remember, when it comes to legal matters, always consult with a qualified attorney regarding your specific case. Podcast Legal Disclaimer Wel ...
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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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New Jersey Estate Planning Daily is the internet's most passionate show about New Jersey estate planning and probate. Hosted by David Campanile, owner of Campanile Law LLC, New Jersey Estate Planning Daily exists to talk about everything under the sun related to estate planning and probate, including: Last Will & Testament; Powers of Attorney; Living Will; Advanced Healthcare Directive; Medical Powers of Attorney; Revocable Trusts; Irrevocable Trusts; Special Needs Trusts; Medicaid Planning; ...
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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As a practicing lawyer, and former probate judge, I work with individuals and families regarding Wills, trusts, Power of Attorney documents, estate planning and probate matters. These are important decisions. This podcast will provide insights and information about topics you should consider. It's my hope that these episodes will help you to better understand probate and estate administration laws in Kentucky. I hope you'll find the discussions easy to understand and at times, humorous. Disc ...
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Learn all about investing in real estate in Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
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Learn all about investing in real estate in El Paso, Texas with a combination of real estate financial planning and modeling with numbers specific to El Paso plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to El Paso).
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Learn all about investing in real estate in Westminster, Colorado with a combination of real estate financial planning and modeling with numbers specific to Westminster plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Westminster).
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Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
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Learn all about investing in real estate in Brownsville, Texas with a combination of real estate financial planning and modeling with numbers specific to Brownsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Brownsville).
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Learn all about investing in real estate in Roseville, California with a combination of real estate financial planning and modeling with numbers specific to Roseville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roseville).
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Learn all about investing in real estate in Lewisville, Texas with a combination of real estate financial planning and modeling with numbers specific to Lewisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lewisville).
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Learn all about investing in real estate in Evansville, Indiana with a combination of real estate financial planning and modeling with numbers specific to Evansville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Evansville).
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Learn all about investing in real estate in Surprise, Arizona with a combination of real estate financial planning and modeling with numbers specific to Surprise plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Surprise).
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Learn all about investing in real estate in Huntsville, Alabama with a combination of real estate financial planning and modeling with numbers specific to Huntsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Huntsville).
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Learn all about investing in real estate in Glendale, Arizona with a combination of real estate financial planning and modeling with numbers specific to Glendale plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Glendale).
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Learn all about investing in real estate in Eugene, Oregon with a combination of real estate financial planning and modeling with numbers specific to Eugene plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Eugene).
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Learn all about investing in real estate in Sunnyvale, California with a combination of real estate financial planning and modeling with numbers specific to Sunnyvale plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sunnyvale).
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Learn all about investing in real estate in Worcester, Massachusetts with a combination of real estate financial planning and modeling with numbers specific to Worcester plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Worcester).
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Learn all about investing in real estate in Tempe, Arizona with a combination of real estate financial planning and modeling with numbers specific to Tempe plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tempe).
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Learn all about investing in real estate in Spokane, Washington with a combination of real estate financial planning and modeling with numbers specific to Spokane plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Spokane).
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Learn all about investing in real estate in Irvine, California with a combination of real estate financial planning and modeling with numbers specific to Irvine plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Irvine).
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Learn all about investing in real estate in Irving, Texas with a combination of real estate financial planning and modeling with numbers specific to Irving plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Irving).
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Learn all about investing in real estate in Chesapeake, Virginia with a combination of real estate financial planning and modeling with numbers specific to Chesapeake plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chesapeake).
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Learn all about investing in real estate in Knoxville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Knoxville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Knoxville).
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Learn all about investing in real estate in Clarksville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Clarksville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Clarksville).
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Learn all about investing in real estate in Mobile, Alabama with a combination of real estate financial planning and modeling with numbers specific to Mobile plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Mobile).
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Learn all about investing in real estate in Lafayette, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Lafayette plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lafayette).
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Learn all about investing in real estate in Centennial, Colorado with a combination of real estate financial planning and modeling with numbers specific to Centennial plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Centennial).
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Learn all about investing in real estate in Riverside, California with a combination of real estate financial planning and modeling with numbers specific to Riverside plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Riverside).
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#295 | Should I Include the Date in My Trust Name? 𝗗𝗼 𝗬𝗼𝘂 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗣𝘂𝘁 𝘁𝗵𝗲 𝗗𝗮𝘁𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗡𝗮𝗺𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗧𝗿𝘂𝘀𝘁? "𝘞𝘩𝘢𝘵'𝘴 𝘪𝘯 𝘢 𝘕𝘢𝘮𝘦? 𝘈 𝘳𝘰𝘴𝘦 𝘣𝘺 𝘢𝘯𝘺 𝘰𝘵𝘩𝘦𝘳 𝘯𝘢𝘮𝘦 𝘸𝘰𝘶𝘭𝘥 𝘴𝘮𝘦𝘭𝘭 𝘢𝘴 𝘴𝘸𝘦𝘦𝘵." Good news, you can call it whatever you want. Bad news, your choice could complicate things. -- We’re here to help you learn more! Please comment and let us know if you found thi…
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Death of spouse and your mortgage - what to do. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Chicago. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to cal…
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With the New Year comes New Year’s resolutions. While exercising more or eating better are common goals for folks as they try and start fresh in January, having a financial reset is a common resolution as well. We've got some financial changes that'll help you out, and some new mindsets and mentalities that'll put you in the righ…
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How can you reduce taxes by removing assets from your estate? In this episode, Partner Michael Clear answers this question, highlighting several gifting strategies to shift wealth out of a taxable estate. Michael touches on strategies like making annual exclusion gifts, direct payments for tuition and medical expenses, opening 529 accounts, and cre…
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Strategies like naming protectors and checks and balances to prevent issues like negligence, conflict, or theft in estate administration can help avoid costly court disputes and safeguard beneficiaries.Klenk Law
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6 Critical LLC Formation Mistakes That Could Destroy Your Business | Repair The Roof Podcast
10:02
In this conversation, Ted Gudorf shares critical insights on forming a limited liability company (LLC) and highlights common mistakes entrepreneurs make during the process. He emphasizes the importance of selecting the right state for registration, the implications of management structure, and the necessity of a comprehensive operating agreement. B…
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Do I Still Need A Special Needs Trust If My Child Is Not Receiving Social Security Disability Benefits?
22:00
Understanding whether a Special Needs Trust is necessary can be complex, especially if your child isn’t receiving Social Security Disability benefits. In this episode, we explore the purpose of Special Needs Trusts, how they work, and why they might still be a crucial part of your financial plan. Don't miss these valuable insights to help secure yo…
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James Kabrhel, Ph.D., and Jeff Bellomo were college roommates more than 20 years ago and have remained good friends ever since. Today, Jim is an associate professor of chemistry at the University of Wisconsin–Green Bay. Jim and Jeff reflect on the importance of mentors, relationships, hard work, finding the right environment, and playing to your st…
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023: Jessika Galvez and Ohana Care Maui on Creating a Company that Supports Caregivers and Those They Care For
39:03
Jessika Galvez, the heart and soul behind Ohana Care Maui, joins us to share her journey from a Certified Nursing Assistant to the founder of a thriving in-home care agency. Motivated by working in the industry and a client's encouragement, Jessika launched her company in 2014, focusing on compassionate, high-quality care for Maui's seniors. She di…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Lewisville. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to …
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Spokane. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to cal…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Glendale. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to ca…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Worcester. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to c…
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Learn the secrets to analyzing deals in Clarksville. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Roseville. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to c…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Mobile. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to calc…
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Learn the secrets to analyzing deals in Eugene. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to calc…
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Learn the secrets to analyzing deals in Sunnyvale. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to c…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Evansville. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to …
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Westminster. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Brownsville. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Chesapeake. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to …
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Riverside. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to c…
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1
Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Lafayette. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to c…
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Secrets of Analyzing Deals
1:20:17
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Learn the secrets to analyzing deals in Irvine. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to calc…
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1
Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in El Paso. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to cal…
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1
Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Knoxville. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to c…
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Surprise. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to ca…
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Secrets of Analyzing Deals
1:20:16
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Learn the secrets to analyzing deals in Billings. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to ca…
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Secrets of Analyzing Deals
1:20:13
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Learn the secrets to analyzing deals in Irving. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to calc…
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Secrets of Analyzing Deals
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1:20:13
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Learn the secrets to analyzing deals in Tempe. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to calcu…
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Secrets of Analyzing Deals
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1:20:16
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Learn the secrets to analyzing deals in Centennial. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to …
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Secrets of Analyzing Deals
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Learn the secrets to analyzing deals in Huntsville. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to …
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What happens if you die without a Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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#293 | 𝗛𝗼𝘄 𝗖𝗮𝗻 𝗜 𝗔𝘃𝗼𝗶𝗱 𝗣𝗮𝘆𝗶𝗻𝗴 𝗧𝗮𝘅𝗲𝘀 𝗼𝗻 𝗠𝘆 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲? There are a 𝗳𝗲𝘄 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝘁𝘆𝗽𝗲𝘀 of taxes that might apply to an estate, with some being settled before the inheritance is distributed and others afterward. Knowing the difference and how each type impacts you as a beneficiary is key. Navigating the world of inheritance taxation can be complex, …
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Beneficiary designations and avoiding probate. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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Reverse mortgage and death - what to do. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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#292 | Will This New Tax Rule Impact Your Retirement? Recent rule changes mean that many beneficiaries are now required to 𝘄𝗶𝘁𝗵𝗱𝗿𝗮𝘄 𝗮𝗹𝗹 𝗳𝘂𝗻𝗱𝘀 𝘄𝗶𝘁𝗵𝗶𝗻 𝗮 𝗱𝗲𝗰𝗮𝗱𝗲. This shift raises important questions: Will you face higher taxes? How will your family be affected? The impact largely depends on who the beneficiaries are and the structure of your estate p…
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An estate planning attorney on why you shouldn’t use an estate planning attorney. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes…
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#291 | What Goes Through Probate? Everything but the kitchen sink!! Well, not quite. But, when it comes to estate planning, it's often more complex than you might anticipate—especially without a solid plan in place. Get those 🦆🦆🦆 in a row now. Ensure your affairs are in order so your family won't have to face the difficult scenarios highlighted in …
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Taxes an executor is in charge of paying. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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1
Secrets of Flipping Properties
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Learn the secrets to flipping properties in Riverside. This class is Module 19 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of flipping properties and what are some of the pros and cons of each. What are the most common ways to finance property flips? And what are s…
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Secrets of Flipping Properties
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Learn the secrets to flipping properties in Lafayette. This class is Module 19 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of flipping properties and what are some of the pros and cons of each. What are the most common ways to finance property flips? And what are s…
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