Certified Probate Real Estate Specialist |
ASSET TEAM Titling Estate Planning Asset Protection Minimize Tax |
FOR 1LessTax ASSET TEAM UPDATES PHONE: 1 (941) 363-1375 or 800-333-0801
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PERPETUAL TRUST | LEGACY PLANS | 1031FEC |
GO TO 1LessTax Advisor Preparation SERVICES
GO TO Why a 1LessTax Asset Team?
GO TO 1LessTax Land Trustee Nominee & Why a Land Trust?
Each State can have Differing Regulations for Taxation, Estate, & Transfer of Property
1LESSTAX ASSET TEAM SERVICES AVOID PROBATE COURT
HAVE YOUR PROFESSIONAL BUSINESS ADVISORS IN ONE BUSINESS GROUP
TITLING * ESTATE PLANNING * ASSET PROTECTION * MINIMIZE TAX
CONVENIENT ORGANIZATION ASSET
TEAM ASSET ADVISOR for TEAM SYNCHRONIZING FOR REAL ESTATE ORGANIZATION BUSINESS CONSULTATION TITLING & DEEDS OWNERSHIP CHAIN LAND TRUST ESTATE PLANNING AVOID PROBATE BENEFICIARY TRUSTS POUR OVER WILL POWER OF ATTORNEY TAX ADVISORS TAX REVIEW TAX PREPARATION FINANCE LLC FORMATION BUSINESS FORMATION OPERATING AGREEMENTS CORPORATION FORMATION ORGANIZATION ARTICLES BUSINESS ORGANIZATION BUSINESS CONTINUATION CHARITABLE OPTIONS COST SEGREGATION TAX DEFERRAL TAX DEDUCTIONS TAX CREDITS RECORDS ZERO DEBT RECOURSE VS NON-RECOURSE SERVING MULTIPLE STATES |
ASSET TEAM Places Your Business and Personal Organization at One Advisor Group
with Estate, Business and Titling Specialists for Multiple States
WE ARE NOT Financial Planners, Insurance Sales, Real Estate Brokers, Business Brokers or Securities Brokers. We are Asset Planners
Note
The U.S. states that collect an inheritance tax as of 2022 are Iowa, Kentucky, Maryland, Nebraska, New Jersey, and Pennsylvania. Each state has its own laws dictating who is exempt from the tax, who will have to pay it, and how much they'll have to pay. Each owner advised to be aware of inheritance and beneficiary laws in each state, the current estate expense occurring with ownership, and the will or trust to cure in each state. |
The Asset Team Advisor and Asset Owner share personal financial and business detail requiring a Confidentiality Agreement
Ken Wheeler Jr. CPRES
Florida International Business Center
5206 Station Way
Sarasota, FL 34233-3232
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Office: 941.363.1375
Mobile Direct: 515.238.9266
National: 800.333.0801
Fax: 888.898.6009
Skype: kenneth.wheeler65
Licensed Real Estate Broker Florida BK3284149
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(BEME) Business Entry - Management - Exit Plan
Asset Team Planning
DISCLOSURE NOTICE |
The information provided herein is stated to be truthful and consistent, in that any liability, in terms of inattention or otherwise, by any usage or abuse of any policies, processes, or directions contained within is the solitary and utter responsibility of the recipient reader. Under no circumstances will any legal responsibility or blame be held against the developer, publisher, or author for any reparation, damages, or monetary loss due to the information herein, either directly or indirectly. Ken Wheeler Jr. recommends that one's consideration of practice or use be counseled by a tax advisor familiar with one's personal financial position, business position, and estate tax position. . |
Copyright © 2022 K. B. Wheeler Jr. All rights reserved Veteran Owned