Join a free community where you gain access to estate planning and tax experts, courses, blogs, free templates (wills & trusts), workshops, and training opportunities.
I'm Lucky To Be Alive!
Our Mission Has Expanded & Has Accelerated!
Our Goal Is To Help A Million Families Protect & Preserve Their Legacy In The Upcoming Years!
In August 2023, a fire started in my garage due to an electrical circuit around 9.30pm. Thankfully, I accidentally discovered the fire, and was able to guide my family to safety in time. The local fire department arrived in time and was able to get the fire contained within a few hours.
The home suffered extensive fire and smoke damage - but the important thing is that we escaped. My wife and kids were safe and untouched!
This close call made me realize the importance of accelerating my mission and sharing the insights, legal templates, and tax tips, ideas, and two decades worth of "billion-dollar legal and tax startegies" - which could have been lost forever.
I created an online Community, Estate & Tax Planning Hotline™, to start sharing the extensive insights, legal templates, case studies, ideas, tips, and discoveries we've made that needs to be in the hands of Americans out there - it's better than sitting in my head and on my computer!
I personally invite you to join the HOTLINE to get answers, connect with other professionals, and even create joint ventures to tap into this lucrative area of estate and tax planning!
Here's are a few of the courses and programs that you can access in the Estate & Tax Planning Hotline.
We publish legal updates, case studies on legal and tax topics, IRS rulings, explanation of new updates in the tax law, innovative exit and tax strategies that have worked over and over again, and live workshops to solve estate & tax law problems.
Our mission is to educate and empower millions of people with estate and tax plans so they can gain the peace of mind and confidence to know their legacy is protected from all sides.
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IMPORTANT: LEGAL DISCLAIMER
The information contained on this page does not constitute legal, tax, of financial advice and is strictly for educational and entertainment purposes only. Please consult an attorney or advisor in your area to get a second opinion on legal matters. We are a consulting firm that houses attorneys, accountants, and other licensed professionals who who execute strategies for our clients. No attorney-client relationship is formed by scheduling a call, filling out forms, attending workshops, participating in the Hotline, or by sending us an email.