Wealth Planning Session + Income Overview
$150.00
A guided consultation to define your income profile, identify gaps, and explore available wealth models. Perfect for those needing a reset or looking to begin building wealth with clarity and intentionality.
SPECIFICATIONS
30-minute session with land & trust advisor
Breakdown of heirs' property risks and opportunities
Action plan for probate, partition, or trust conversion
Legal resource guide for your state
HOW TO USE
Book your session using the link after checkout.
Submit a short form with details of your land or family property.
Attend the live consultation with your questions and goals in mind.
Receive a resource packet and legal pathway options.
DETAILS
Designed for individuals with inherited or unclear-title land, this consultation helps you understand legal pathways, tax avoidance, and next steps for reclaiming or co-developing land with family members.
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