Ep331 Protect Your Assets and Family’s Future Through Estate Planning with Melvin Young and Wallace Glausi

Melvin Young and Wallace Glausi join us to discuss setting up legal paperwork to safeguard what matters most to you. This episode will give you professional guidance about living wills, trusts, life insurance, and probate. We'll give you more from this conversation to help you make appropriate decisions for your assets and properties, so stay tuned!

KEY TAKEAWAYS


Signs that it's time to review your estate plan documents
Trust vs. Will: Their differences and common misconceptions
The probate process and how someone can avoid it 
Necessary preparations to streamline the process of will and trust
Possible ways to avoid estate taxes

RESOURCE/LINK MENTIONED


Get Your Taxes Minimized Legally, Morally, And Ethically with Melvin Young | Apple Podcast https://podcasts.apple.com/us/podcast/get-your-taxes-minimized-legally-morally-and/id1501539079?i=1000579561640

ABOUT MELVIN YOUNG AND WALLACE GLAUSI


Melvin is the CEO and a managing general partner of Modewealth. His company's mission is to help small business owners reduce their taxes and other financing needs through its Tax Office Suite Program and bookkeeping, payroll, tax preparation, and compliance automation.


Wallace A. Glausi is an American lawyer specializing in the field of Business Law, Corporate Law, Estate Planning, Partnerships, Taxation, and International Tax Transactions. He is a member of Anderson & Glausi and helps make sure your business compliance and formalities are done right, no matter your entity type.


CONNECT WITH MELVIN AND WALLACE


Website: Modewealth
To schedule a meeting with Melvin, go to https://go.oncehub.com/MelvinYoung
Phone: (971) 273-7373

To find out more about partnering or investing in a multifamily deal, schedule a call here: https://calendly.com/threekeysinvestments/get-acquainted-call

Visit ThreeKeysInvestments.com to download a free e-book “Why Invest in Apartments”!

Looking to reduce your taxes so you can build wealth? 

Mode Wealth is a boutique financial firm helping real estate professionals, investors and entrepreneurs ethically and morally optimize their tax strategy to reduce their tax liability. Learn more and schedule a FREE consultation today! https://modewealth.com/

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