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Wealth wisdom for families

Insights to protect and preserve your family's financial legacy

Featured insights

How to Transfer Your House to Your Kids Tax-Free: The Complete Guide to Step-Up in Basis and Revocable Trusts

Learn how to transfer your house to your kids tax-free using step-up in basis and revocable trusts. Save $100K+ and avoid probate court completely.

How to Transfer Your House Into Your Trust: The Complete 6-Step Guide

Learn how to transfer your house to your trust in 6 steps, avoid costly myths, and save your family $20K+ in probate fees with this guide.

What Should You Put Into Your Trust? The Complete Asset Protection Checklist

Discover the 9 asset categories that must go in your trust to protect your family from probate court, government fees, and unnecessary delays.

How to Transfer Intangible Property Into Your Trust: A Complete Guide to Protecting Your Intellectual Property

Learn how to transfer patents, trademarks, copyrights & domains into your trust. Avoid probate and protect your intellectual property rights.

How to Transfer Personal Property Into Your Trust: A Complete Guide to Protecting Your Assets from Probate

Learn how to transfer personal property into your trust and avoid probate's 20-month timeline and $52,500 average costs. Two proven methods explained.

Latest wealth insights

How to Transfer Your Income Into Your Trust: A Complete Guide

Protect your family from probate court. Transfer income to your trust in one bank appointment. Avoid $35K+ fees and 20-month delays. Complete guide

Why 87% of Americans Are Setting Their Families Up for Probate Court Disaster (And How to Avoid It)

87% of Americans will force their families through probate court. Discover the hidden costs of cheap trusts & expensive lawyers—and the 3rd option.

Special Needs Trust: The Ultimate Guide to Protecting Your Disabled Child's Future

Learn how special needs trusts protect disabled children's government benefits while preserving their inheritance. Essential guide for parents.

How to Put Your House into Your Trust

Step-by-step guide to transferring your house into your trust. Avoid probate, destroy common myths, and protect your family's future.Retry

The Complete Guide: 9 Categories of Assets You Must Put in Your Trust

Learn the 9 categories of assets that must go in your trust to protect your family from probate court. Complete guide from estate planning experts.

4 Ways to Put Your Bank Account in Your Trust + The Easiest and Best Method

Banks push the wrong trust funding method. Learn the 5-minute POD strategy that saves 20+ hours and protects your assets without disruption.

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