Legacy Wealth Blueprint

Legacy Wealth Blueprint
Title Legacy Wealth Blueprint PDF eBook
Author Dana Cornell
Publisher
Pages 124
Release 2021-06-18
Genre
ISBN

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It's time to build your Legacy! Every day I'm asked how I scaled from flipping houses to coaching leading executives, to becoming one of the top self-storage investors in the past 50 months. So I put together a blueprint that simplifies & teaches you A-to-Z of storage unit investing. I've opened up my entire play book on how I've built my business, so you can buy buildings on your own, or we can JOINT VENTURE on deals together! Joe is a second generation builder and began visiting construction sites with his father, Rob, as a child. Since then, he's always had the urge to be involved in real estate and be building things. This led him to joining the US Navy Construction Battalions - The Seabees. After serving multiple tours and racking up numerous service medals, he decided to return home and start his professional real estate career. Joe has over 15+ years experience building and selling thousands of homes in the South Jersey area. Within this timespan, he has built himself an 8-figure real estate empire and has completed over $100MM in real estate transactions. He has since transitioned this passion and wealth of real estate knowledge into building state of the art Self Storage Facilities across the country. Dana Cornell is a former Executive Director at Morgan Stanley, and a Forbes recognized financial consultant. During his time as a Certified Investment Management Analyst, Dana has allocated over $1.3 billion to traditional and alternative investments. Aside from joining Legacy Developers, he has also started up Cornell Capital. His new practice focuses on helping individuals, small business owner's, and working professionals develop customized strategies to generate passive income and wealth accumulation via commercial real estate opportunities.

The NarrowRoad: A Guide to Legacy Wealth

The NarrowRoad: A Guide to Legacy Wealth
Title The NarrowRoad: A Guide to Legacy Wealth PDF eBook
Author Dr. Pamela C. V. Jolly
Publisher Bookclick 360 Wordeee
Pages 284
Release 2022-09-12
Genre Business & Economics
ISBN 1946274798

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Does the vision you hold for your life elude you? There may be a reason. According to Dr. Pamela Jolly's premise, you may not be using your natural gifts. What if we also told you that understanding the business of YOU is the key that unlocks the door to fulfilling your dreams. We all seek direction in life to go forward toward things we want most to happen. What if you could find a way to tap into the crucial insights of who you really are? And what if you could guarantee yourself a winning chance of reaching your full potential in your lifetime? The NarrowRoad System invites you on a journey of self-discovery. When navigated, it reveals the path that leads to the wealth you desire and your ability to ensure your legacy continues. Using 24 unique NarrowRoad Identity (NRID) patterns developed from her data-driven research and engaging the five forms of capital available to us all—human, social, intellectual, cultural, and spiritual—Dr. Jolly shows a personal journey to true transformation.

The Legacy Blueprint

The Legacy Blueprint
Title The Legacy Blueprint PDF eBook
Author Monique D. Hayes
Publisher Estates Made Easy
Pages 0
Release 2023-07-02
Genre
ISBN

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Is generational wealth possible for my family? How do I avoid probate? How do I establish a trust? Is there another estate planning tool better suited for me? How do I ensure orderly succession of my business interests? When should I begin estate planning? What professionals and advisors should I rely on? These and other complicated questions and issues arise when estate planning is considered. It can all be overwhelming. And, in today's age of social media "influencers" and "wealth gurus", there is a lot of misinformation being spread about wills, trusts, asset protection and estate planning. Still, estate planning is a critical step that many individuals overlook, resulting in missed opportunities to build and preserve wealth for future generations. It is a common misconception that wealth and abundance are unattainable or only reserved for a select few. Even those who have achieved a certain level of financial success often encounter complex legal, tax, and family-related challenges that hinder their ability to effectively plan for their legacy. This book aims to dispel these misconceptions and provide readers with the necessary legal insights, practical examples, and valuable resources to make generational wealth a tangible and achievable goal. This book explores the specific advantages that middle-class families can gain from comprehensive estate planning, empowering them to navigate the complexities of wealth preservation. The estate planning insights in the book also provide immense value for wealthy individuals and business owners who are looking to prepare for succession and the transfer of their wealth. The book offers invaluable information and insights tailored to the unique circumstances of high net-worth individuals, addressing the intricacies of wealth preservation, tax optimization, business succession, and the seamless transfer of assets across generations. Whether it's establishing trusts, structuring business entities, or creating comprehensive wealth transfer strategies, readers will find actionable advice and practical solutions to safeguard their financial legacy and ensure a smooth transition of their wealth.

The Trust Wealth Blueprint

The Trust Wealth Blueprint
Title The Trust Wealth Blueprint PDF eBook
Author Dr. Alfred Tennison
Publisher Dr. Alfred L. Tennison
Pages 37
Release 2024-04-30
Genre Business & Economics
ISBN

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This book offers a comprehensive exploration of Spendthrift Trusts, tracing their origins from 16th-century England to their crucial role in modern estate planning and asset protection. It stands out for its thorough analysis and accessible approach, demystifying complex legal and financial concepts through real-world scenarios and historical context. With valuable appendices including a glossary, historical documents, legal frameworks, and a case law index, the book equips readers with a deep understanding of trust law. Looking ahead, it addresses the evolving landscape of asset protection, making it essential reading for professionals and individuals alike interested in safeguarding their wealth. The author emphasizes that this guide is more than theoretical; it's a practical roadmap for wealth security and legacy building in today’s dynamic world.

Generational Wealth Blueprint

Generational Wealth Blueprint
Title Generational Wealth Blueprint PDF eBook
Author Suzette M. Gregory
Publisher
Pages 0
Release 2024-03-17
Genre Business & Economics
ISBN

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Hey there, young adventurers! Welcome to the fantastic world of the "Generational Wealth Blueprint." Today, we're on an incredible journey to discover the secrets of making money bright and leaving a unique treasure for your family and friends. Imagine it like a super cool map that helps you become a superhero and share the magic with everyone you love!What is the Blueprint?Think of the Generational Wealth Blueprint as a super guide that shows you how to be wise with money. It's like having a unique book with secrets that helps your family grow their money and make excellent choices. And guess what? You can use these money secrets to create a treasure that lasts a long time!

Wealthy U

Wealthy U
Title Wealthy U PDF eBook
Author Marilyn August
Publisher Happy about
Pages 136
Release 2008-03-01
Genre Business & Economics
ISBN 9781600050992

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August tells the moving stories of real people transforming their financial lives by using seven agreements (personal contracts) to change their relationship to themselves and their money.

The NarrowRoad?

The NarrowRoad?
Title The NarrowRoad? PDF eBook
Author Pamela Jolly
Publisher
Pages 325
Release 2015-06-27
Genre
ISBN 9780996614177

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Wide is the gate, Narrow is the Road to legacy wealth. While the road is the same how you navigate its twists and turns are unique to your wealth identity. This Guide unlocks the five steps everyone needs to build wealth their way.