Understanding Wills and Trusts

As provided by Leonard Spoto of Asset Exchange Company : Many of our 1031 Exchange clients hold title to their investment property in a Trust.  To understand why it may make sense to review the basic differences between Wills and Trusts: Will Basics: •    A will is a legal document that states your intentions and identifies to…

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Retire Inspired! How to have more $$$ in the bank!

Retire inspired

Click to play this video. I hope all is well.   Hard to believe we are already into February!   Hopefully your New Year’s resolutions are off to a great start.   I wanted to share a great book that I listened to:  Retire Inspired   http://adbl.co/2mCSI7y   The author, Chris Hogan has some great…

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