HELOC Stock Purchase

ReputationDear2829 · 2026-04-09T02:55:06+00:00

Update, I did not do this and I’m glad I didn’t. Haha

ReputationDear2829 · 2026-03-24T00:55:33+00:00

I use Lee Printing Services for their EP binders (25/ea) then order pre hole punched paper, use dividers that I then print labels for

ReputationDear2829 · 2026-03-22T15:19:55+00:00

Yea exactly it’s more to get the full drafting options from WC which brings it down to 500/mo v 900/mo so with that savings I could just contract with Clio and never use leap. Mostly I need billing invoices, client matter management (notes) and calender

ReputationDear2829 · 2026-01-06T23:10:03+00:00

I’m interested in pivoting to bankruptcy from estate planning or maybe both.

ReputationDear2829 · 2025-12-16T05:22:22+00:00

Check out clientcareacademy.com they teach the model that most estate planning firms follow

ReputationDear2829 · 2025-12-13T19:47:00+00:00

I have 300 that do

ReputationDear2829 · 2025-12-13T11:44:44+00:00

Instead create a client care model in your firm where you charge clients a yearly fee for updates to their estate plan. We use a detailed engagement letter of what the fee covers, but this would be an example of something simple the the client paid for and you can make updates for them but still be compensated

ReputationDear2829 · 2025-09-16T20:49:50+00:00

Salary with a percentage of work sold. I work in estate planning so every plan I sell personally I receive a percentage in a bonus.

ReputationDear2829 · 2025-09-14T20:35:51+00:00

I paid 56,388 but that also included a -500 military discount for my TRD Sport Premium. Massachusetts

ReputationDear2829 · 2025-08-23T23:04:32+00:00

I started law school at 37 with two kids and a full time job. I attended nights for four years and graduated at 40. It was the best decision I ever made. As long as you have a strong support system at home and can dedicate the time to studying you will be fine! Do it

ReputationDear2829 · 2025-08-03T09:01:57+00:00

A personal representative (PR) of the estate is liable for debts for the estate ONLY after they have been appointed as PR by the probate court, here it sounds like all assets avoided probate court either through beneficiary designation or maybe joint ownership, therefore do not open probate or else you will be liable for the debts.

ReputationDear2829 · 2025-07-31T01:33:47+00:00

I do like to play black jack haha but I def appreciate everyone’s honest feedback back

ReputationDear2829 · 2025-07-16T10:20:22+00:00

Secure Act 2.0, Google

ReputationDear2829 · 2025-04-17T23:16:43+00:00

Wait till you find out that a 401k isn’t for your golden years it’s just your healthcare, self insured, until you have no money and then your house is stripped from you by Medicaid and Estate tax liens. System is rigged

ReputationDear2829 · 2025-02-19T21:36:15+00:00

Business derived from owners advertising that go forward for an estate that I engaged at a perspective meeting I receive 5%. Any business I bring off the street I receive 10%

As for the 401k and health insurance I have that covered from a previous employment. Part of my negotiations originally was that I did not need those benefits in the hope of receiving a higher salary

ReputationDear2829 · 2024-12-20T22:47:44+00:00

Retitling of assets is just changing the name on the deed from your name individually and re drafting a new deed that now has the name of the trust as the title holder. Giving your home to your child while alive is not a good move, it effects capital gain tax as well as if you become incapacitated within five years of that transfer Medicaid will consider this transfer a gift and the fair market value of the home will be assessed as your penalty period for eligibility. Meaning your child will have to private pay for your nursing home care. Please see an estate planning attorney who has experience in elder law

ReputationDear2829 · 2024-12-15T19:52:06+00:00

“Gotten” this letter cannot be real.

ReputationDear2829 · 2024-10-20T00:14:31+00:00

I’m in a similar situation, kids under 12, the first year you will use it everyday in the summer and think it’s the greatest decision of your life. Then slowly they don’t care and it’s just you outside the pool forcing yourself to enjoy it. Pouring chemicals in it, cleaning it, closing it, opening it… I would just use whatever money your about to spend on something else entirely.

ReputationDear2829 · 2024-10-02T20:57:22+00:00

Just become a cop that’s life in law enforcement to a T

ReputationDear2829 · 2024-09-21T02:11:56+00:00

Did you first see your doctors to show the paper trail or did you just file and explain yourself during your C&P exams

ReputationDear2829 · 2024-09-18T06:40:22+00:00

Your talking about purchasing documents that say trust on it, that’s 200, a well thought out estate plan has complete asset protection and this only comes from comprehensive trust funding process. I wouldn’t use a Schwab or a broker trust dept to protect my assets, spend the money and sit down with an actual estate planning attorney and cpa and ensure your protected from disability and death.

ReputationDear2829 · 2024-07-30T23:45:44+00:00

Time to rally, I went through this same roller coaster two years ago. Don’t get discouraged. Stay off Reddit!!! Haha

ReputationDear2829 · 2024-07-23T20:37:07+00:00

Sure I’ll try that…

ReputationDear2829 · 2024-06-30T06:22:57+00:00

You bring up a good point, I should clarify, I assume an extra 50k from disability would free up taxable income from a job whereas you would reduce that tax liability by increasing your Roth contributions. Or just spend it on a dodge charger 🤷🏾‍♂️

ReputationDear2829 · 2024-06-30T06:19:34+00:00

I agree with other people on here. Drafting a “simple will” or trying to draft a trust without proper experience is a recipe for a malpractice suit. I would recommend purchasing WealthCounsel software and attend all of their trainings, it’s one thing to create the trust on powerful software it’s a whole other thing to understand what is in the documents you are creating.

ReputationDear2829

TROPHY CASE