PROPERTY MANAGEMENT AGREEMENT GUIDELINES FOR A SELF-DIRECTED IRA ACCOUNT This document provides guidance on how to set up property management agreements for a property owned by a self-directed IRA account. 1. Document Titling – The agreement should be between the property management company (“The Company”), and American Estate & Trust FBO . Please note that […]
Month: August 2014
Investment Professionals Are Terrified Of The Future
There is a new survey out that was done by Bank of America/Merrill Lynch that shows just how leery investment professionals are with the current market. Leery is a mild term to what these investment professionals are actually feeling. A significant amount of investment professionals are simply terrified. What things are they worried about? They […]
Estate Planning Trend
Baby boomers are switching up the way they are planning their estate and how they are dealing out the inheritance from their estate. In the past trusts were liquidated and distributed to children when they were 18, 21 or even 25. But that was the past. Those currently setting up their estate or figuring out […]