Articles
SDIRA Insights
Explore our latest articles on topics that matter to you and your SDIRA. Jeff shares his expertise and insights to help you stay informed.
This is the fourth in a series of emails discussing eight bad “D”s to consider when drafting an operating agreement for an LLC. 4. DISABILITY The reality…
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This is the third in a series discussing eight bad “D”s to consider when drafting an operating agreement for an LLC. 3. DIVORCE Given the…
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This is the second in a series discussing eight bad “D”s to consider when drafting an operating agreement for an LLC. 2. DEATH The death…
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When I draft LLC operating agreements for clients, or when I review ones that someone else has drafted, I look at them with eight bad “D”s in…
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Building the Wealth Habit (Controlling Your Money Series – Part 3)
Better Business/Better Life, FinancesI’ve been sharing with you some of the conversation I had with my friend David Richter, author of Profit First for Real Estate Investing. I want to…
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In my previous article, I shared some of the conversation I had with my friend David Richter, author of Profit First for Real Estate Investing. I…
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One Mistake That Will Cost You Thousands (Controlling Your Money Series – Part 1)
Better Business/Better Life, FinancesI had a chance to sit down for a couple of hours with my friend David Richter. I want to share with you some of what…
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I’m going to conclude this brief series regarding trustees and grantor revocable title holding trusts by exposing a couple of myths that have been circulating for a…
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My prior article on “Trusting Your Trustee” generated a lot of feedback, so I want to give you more information and clarity. One of the…
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One of the questions I was asked after people read Part 1 of this series is, “Do trustees get a nominal fee for handling this type…
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