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Updated over 4 years ago on . Most recent reply

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Adrian Smude
  • Rental Property Investor
  • Plant City, FL
379
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1,107
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Asset protection adviser

Adrian Smude
  • Rental Property Investor
  • Plant City, FL
Posted

I came across a company close to me that for a flat fee of $2,500 they advise for 

income tax, 

estate and gift tax planning,  

document preparation for pour-over wills, revocable living trust, durable power of attorney, living wills, assignment of personal property, quitclaim deed, and LLC.

This flat fee is for life and I can ask questions and sit down and talk as much as I want. From talking they seem to know about real estate (More than the real estate attorney's I've spoke with). I'm wondering if you guys think this is a good deal? I know I can start LLC's myself but to make sure it's done right and have them doing them for life along with everything else they do it seems to be a good value.

Most Popular Reply

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Michael Plaks
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
5,985
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5,112
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Michael Plaks
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
Replied
Originally posted by @Rob C.:

I just recently started to search for an asset protection attorney/advisor. 

Contact @Katie L.

  • Michael Plaks
  • Loading replies...