
Strategic Planning and Investing for Individuals

In other words, your estate is all your stuff. This includes your real estate, as well as your tangible personal property (golf clubs, cars, boats, etc.) and intangible personal property (copyrights, stocks, limited partnership interests, life insurance contracts, etc.). Your estate also includes your debts. Estate planning is nothing more than
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possible when it comes to intellectual property investing – www.SongVest.com and www.RoyaltyExchange.com.
John Michailidis • Strategic Planning and Investing for Individuals
And don’t get hung-up on the word read. I have subscriptions to both audible.com and scribd.com and probably 20 of the 30+ books I read every year I actually listen to.
John Michailidis • Strategic Planning and Investing for Individuals
I’ve mentioned the infinite banking concept three times.
John Michailidis • Strategic Planning and Investing for Individuals
Sounds like a lousy subscription service to me. At least with Netflix, you get to watch movies. In my opinion, what you have is a gamble, a gamble only marginally better than a convenience store lotto ticket. Let that sink in. Let that sink in really deep.
John Michailidis • Strategic Planning and Investing for Individuals
In addition to reading, there’s another success habit you’ll want to cultivate. You’ll want to start attending and networking at investing and industry conferences.
John Michailidis • Strategic Planning and Investing for Individuals
Sales systems have to do with what happens once a potential customer raises their hand and expresses an interest. This is the process of converting a non-customer into a paying customer. The marketing systems of any business feeds directly into its sales systems.
John Michailidis • Strategic Planning and Investing for Individuals
When used in conjunction with a revocable living trust, the purpose of a last will and testament is merely to transfer all assets remaining in a person’s name at the time of their death/incapacitation into the trust. The revocable living trust then becomes the controlling document. The will is simply a vehicle to pour over all assets remaining at
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You should know that once memorialized in the initial organizing documents the financial structure of a syndication is fixed – individual LPs participate in the investment knowing exactly how their funds will be used and how any returns will be distributed. The Private Placement Memorandum (PPM) is the disclosure document that outlines the
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