If done correctly it can be very profitable.

I want to ensure that the structure of these investments I am working on correctly address key issues for investors. 

This is correct.

Bruce you are 100% correct.

@Chad Urbshott Correct, Olympia Trust is one of three places mentioned to set up a trust.

Am I misinterpreting the purpose of the ___ fields, and they just mean "modify this in some way", and in the (G) instance the correct modification would be to delete the payment types which aren't accepted?

I believe you are correct.

@Bob Dole please tell me you have a CPA and you're simply educating yourself so that you can verify what he is saying is correct? 

@Russell Brazil is correct about time in the market. 

Be careful following the advice of strangers on the information superhighway.My apologies, you are correct on Familial status meaning pregnancy/children, I was indeed thinking more of marital status.