Certified Probate Real Estate Specialist
PHONE: 1 (941) 363-1375
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Each State can have Differing Regulations for Taxation, Estate, & Transfer of Property
WHY A 1LESSTAX ASSET TEAM?
HAS YOUR PROFESSIONAL BUSINESS ADVISORS IN ONE BUSINESS GROUP
TITLING * ESTATE PLANNING * ASSET PROTECTION * MINIMIZE TAX
WHY A 1LESSTAX ASSET TEAM?
CONVENIENT REAL ESTATE ORGANIZATION
ASSET ADVISOR for TEAM SYNCHRONIZING
Real estate ownership is a continuous education with deeds, accounting, taxes, insurance, licensing, permits, trusts, subcontractors, brokers, CPAs, attorneys, educators, and regulations varying by state, county and city. Searching for specific professionals with experience is a challenge.
One tries to coordinate all while marketing, purchasing, selling and leasing plus enjoy a family and personal life. Many can coordinate this effort. Most find it challenging for success.
We find some real state investors have not located needed professional advisors. Some investors are not aware of various state regulations for LLCs, corporations, and estate planning. Some investors are not aware that most estate documents as will or trusts include only the property in the state written unless the estate advisor is licensed in other states with the owner property. i.e. A Florida trust generally includes Florida property only. If one owns property in another state, a trust and legal documentation should be considered for that state or vice versa.
i.e. Some trusts can be taxed by some states for the residency of the granter or beneficiary. Many regulations require qualified experienced advisors licensed in the state or states in question.
Some of our clients have properties in three, four and more states. This multiple state team solution assists to solve regulatory, accounting, estate, and privacy goals.
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
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
Mobile Direct: 515.238.9266
E-mail Ken Ken@1LessTax.com
Licensed Real Estate Broker Florida BK3284149
(BEME) Business Entry - Management - Exit Plan
Asset Team Planning Trust Reg Challenge
Free Asset Strategy Session
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