If this is truly the case he needs to speak to a professional tax account and estate planner and just keep you on speed dial if the estate decides they want to sell some of the assets. 

Having a chat with a planner in your respective district would add a little prospective.

A consulting planner will know the details and likelihood of success.

Hi, I am looking for a investor-friendly CPA / attorney that can help create a tax plan for real estate / small business investments. I am looking CPA that is local in NYC (understands the market). I did a search of h...

Looking for a CPA/Financial planner in Miami.

(beginning to end it takes 12 weeks) 2) Provide existing and new gas/electric loads to SDGE planner along with plans. 3) They will walk property in 8-10 weeks from submission date. 4) At 10-12 weeks they will provide a drawing with your new meter location and instructions for how to get it hooked up. 

What yearly planners does everyone recommend?

Hey Bryan, we work with a great CPA and financial planner in SLO that I can recommend.

Hello all, I’d like to preface by saying I’ve always been an incessant planner, so if this bugs you, I totally understand and feel free to keep scrolling.

I spend quite a bit of time in Mexico and have a house there (rented for $500/month) would go for $2500 in CA.Not a great financial planner... looking for options of what to do.Thanks!