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SCHOOL OF HARD KNOCKS: Estate Planning
"5-THINGS YOU DON'T WANT TO HEAR ABOUT ESTATE PLANNING" READER WARNING: IF YOU ARE EASILY OFFENDED, OPEN-MINDED BUT ONLY WHEN IT ALIGNS WITH YOUR OPINION, AN IDEOLOGUE BUT NOT A GOOD ONE, OR THINK BAMBI'S MOM (SPOILER ALERT) SHOULDN'T HAVE BEEN KILLED IN DISNEY'S CULT CLASSIC MOVIE ABOUT LOSS AND NEW BEGINNINGS, THEN YOU SHOULD STOP READING RIGHT NOW!......................................................... FOR EVERYONE ELSE, ENJOY! Foreword: As the title suggests, this BLOG


STEPPED-UP-BASIS: Save thousands on Capital Gains.
Before we jump into the confusing and sometimes convoluted world of taxes, gains, and trusts; let's start with something easy, you know, like introducing ourselves. I'll start! My name is Ruben J. Martinez, and as many of you know I am RJM Lawyer. Practice wise, I do a lot of things, but mostly, I do estate planning. It's kind of my thing. Everything from the trendy living trust, to the refined family trust, to the special needs, medicaid protection, pets, and life insu


*An LLC is ONLY half the PIE* How an LLC and Trust work together.
"You've done the work--now reap all, not just half, of the reward." A Limited Liability Company (LLC) is like the Cinderella of the corporate world. Unlike its bratty, sometimes stubborn, step-sister, the Corporation, it has humble beginnings and comes with user friendliness that makes it a popular option for all types of business owners. "Then what's the Problem?" An LLC's primary appeal is its limited liability. Within a world of ambulance chasers, slip and falls, and f
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