DWTWD Services

There is nothing worse than working your butt off to acquire assets all then have the world crash down on you and you lose your assets to a divorce, creditors or a lawsuit. Let’s face it those stats above are not good and in today’s society it’s more important now than ever to protect what you have. Asset protection is the #1 thing the wealthy actually do which typically always includes Family Estate Planning. They protect what they own, then begin utilizing the other wealth strategies to grow and expand their wealth all while protecting their current and new assets. The last thing anyone wants is to lose everything they have worked hard to obtain. Here at OWM and DoWhatTheWealthyDo.com, we will guide you through the best ways of protecting your assets while drastically reducing if not eliminating all your risk and taxation..

This is designed to amplify returns in one of the world’s safest assets which is the #3 thing all billionaires and mega-wealthy families such as the Rockafellers do when a new baby is born in the family. Legacy Wealth Accounts help its owners earn 5-6 figures or more in tax-free revenue in as little as 11 years.  It’s our duty to make sure all of our clients utilize this amazing HEDGE as a base in their portfolio no matter what they do for a living. By having a leveraged wealth account in your back pocket that is YOUR WEALTH ACCOUNT, is the safest way to build your retirement as it allows you to earn double-digit returns all without market risk. Finally, a solution where you can marry safety, insurance, growth, flexibility, tax advantages and availability followed by liquidity together in one perfect account. This specific type of account is only offered here at DoWhatTheWealthyDo.com and we are the only ones that offer an amazing tax savings strategy with this that puts dollar for dollar back into your pocket allowing you to use the same dollar multiple times to accelerate your wealth.

Many people don’t realize the power of acquiring a business. In many cases buying an existing business that has great cash flow is yet another one of the main ways the wealthy continue to get wealthy. Here at DoWhatTheWealthyDo.com we utilize business acquisitions as a potential asset and tax strategy together depending on the type of business that is being acquired. There are FF&E’s (Furniture, Fixtures and Equipment) that are tax-deductible to a business that is buying another business. Not to mention there are multiple strategies on how to structure the financing in a way to creates a win-win scenario for buyer and seller. We joint venture partner with our clients where we utilize their capital to expend from their business and we find and structure the deal. Then we help put proper management in place to run it with the our client sitting back and collecting checks while paying a whole lot less to the IRS.

We understand that having a full-time bookkeeper can be super costly. If you can hire someone worthwhile for $20/hr then you are doing well. So let’s say that Bookkeeper works 40hrs a week, 160hrs a month for a year. That is over $38,400 that you would pay for a full time bookkeeper if you could get a good one for $20 an hour. OR you could outsource it to us where we will keep your books dialed and on top of that do it at a fraction of the cost. Plus we will already have all your information and financials to do tax planning and more which more than pays itself. Also we provide an annual credit back to those to qualify where they can get their annual bookkeeping fees paid back to them again if they qualify. 

Estate Planning is vital to your legacy and family. 67% of living adults in the USA dont have a basic Living Will & Testament let alone a full on Estate Plan. “A Will” that is drafted also known as a legal directive of what will happen to their money, assets, debts, and properties when they are gone, is one of the very small things that can help with organizing an estate but its the most basic thing you can do. But is it the best option? No! There are also things called state and federal estate tax that happens when you must go through probate which is a court ordered process of distributing your assets which also costs your estate or family members. The state and federal tax is taxed on all property, cash, real estate, stocks, and all other asset classes. By having the proper Family Estate Plan, you can make sure that you allow your beneficiaries to avoid probate at all costs, have access to bank accounts all while protecting your assets and having a very clearly defined way to ensure your assets are distributed exactly the way you want (in a Trust which will actually give you some asset protection if its the right kind of trust.) You can even control your assets and funds long after you are gone in a specific Trust just like John D Rockafeller.   Click Below to learn more about Asset Protection.