Asset Protection | Estate Planning

Helping individuals keep the money they earn

What Fortune Law Firm Does

The Fortune Law Firm was created to help clients keep more of their hard-earned money. (And maybe make a little more in the process.) Protect your assets. Lower your taxes. Build your wealth. And make sure your money goes where you want it to after you die.

It is not just a matter of finding rare deductions or making unnecessary purchases to qualify for others. It’s not about picking the right stocks or mutual funds (or investments). In fact, it’s not about some compartmentalized approach that you’d get by following the advice of your CPA, your financial planner, or your estate planning or transactional attorney.

Real wealth building and life planning is about structuring your business and personal life so that all the moving pieces involved in your finances work in harmony to protect your assets from creditors, predators, the government, (and yourself) so you can earn and keep more.

Asset Protection

Business owners and entrepreneurs take risks that most people aren't willing to take. They put up their own money, invest their time, and sometimes starve or push themselves to exhaustion to get their business or idea up and running.

And although you may be willing to bet on yourself, you should not take the unnecessary risk of starting a business that doesn't have adequate liability shield and asset protections.

Asset protection is accomplished in many ways, starting with which kind entity (or entities) you form and which state you form it in. From there, you will want to structure your business in such a way that you can minimize your personal liability for business debts and minimize your business's tax liability.

Estate Planning

Estate planning is about a lot more than making sure your future is secure and that your heirs will be well taken care of. It is also about maintaining or increasing your present lifestyle, protecting your assets, and giving yourself the means to enjoy the one life you have.

Watch Our FREE Training

Transform Your Financial life in less than 15 minutes!

Kickstart your tax-free real estate journey by watching our free training! Plus, get a free copy of the Micro Wins to Millions book – your guide to stacking small wins in real estate that lead to big success.

We respect your privacy. Your data will not be shared or sold.

Kevin Clayson & Steve Earl

DFY Real Estate, co-founded by Kevin Clayson and Steve Earl, empowers individuals to achieve financial independence through accessible real estate investing using their "Moneyball Real Estate System."

No Investment Advice: The information provided to you by us is for information, education and instructive purposes only. We are not a licensed investment advisor and do not intend to provide you any investment advice. Although we may provide information and education relating to real estate investment approaches and where to acquire real estate properties, you should not construe any information, features, tools or other content provided by us as legal, tax, investment or financial advice. We are not acting as agent for any entity offering its securities. Nothing contained in the materials or the presentations provided to you shall be taken by you (or is meant to be taken by you) as a solicitation, recommendation, endorsement or offer by us or any third party to buy or sell any securities or other financial instruments. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information provided to you before making any decisions based on the information and services provided to you. In exchange for the services provided to you, you agree not to hold us or any of our employees or affiliates liable for any possible claim for damages arising from any decision you make based on information made available to you. No investment, legal or tax advice is given to you and you should consult your own licensed tax, legal or other advisors for such advice before you implement your financial decisions. No information that we give or provide to you shall be construed by you as a recommendation by us to invest the equity in your home or in any retirement or savings accounts. If you believe that any of our services provided to you are not consistent with the statements herein, contact us immediately so that we can clarify and/or modify any presentations to be consistent with this Agreement. You agree to indemnify us for any damages, losses or expenses that we incur as a result of any claims or statements by you that we provided services to you in violation of this section.

Done For You Real Estate USA © 2024 | All Rights Reserved | DFY-RealEstate.com