Arrowroot Family Office
Search
  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Equity Compensation
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
  • Press
  • Contact
  • Client Login
  • BOOK A CALL
BOOK A CALL
  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Equity Compensation
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
  • Press
  • Contact
  • Client Login
  • BOOK A CALL
AFO2022-07-20T12:51:36+00:00

One of the foremost thriving markets in the world is real estate investment. Louis Glickman describes “Earth” as the best investment on Earth. There are a lot of growing real estate businesses and this invariably means that there is a growing need for strategic planning agencies. Estate planning firms are useful for strategic planning and estate management. Hence, you do not have to go through the hassle of securing your housing because the firms are committed to helping you meet your housing needs.

Table of Contents hide
  1. Types of Estate Planning Services
    1. Final Will and Testament
    2. Trust
    3. A Healthcare Power of Attorney
    4. Power of Attorney

“Real estate is an imperishable asset, ever-increasing in value. It is the most solid security that human ingenuity has devised. It is the basis of all security and about the only indestructible security.” – Russell Sage. Russell’s statement is true, but it is still important that assets and investments are maintained by the best hands. Many individuals or families have issues with the maintenance of their properties. These properties could be inherited or could be houses that are used for rental services. Maintenance of estate properties could also extend to the maintenance of actual estates or large structures used for large businesses like companies, casinos, malls, hotels, and recreational centers.

Aside from the maintenance of properties, real estate planning services also engage in the acquisition of property, sale of property, strategic land management, property lease, legal aid, and other estate planning services. There is always an option for you to choose from with whatever estate planning service you require. Real estate cannot be lost or stolen, nor can it be carried away. “Purchased with common sense, paid for in full, and managed with reasonable care, it is about the safest investment in the world”. – Franklin D. Roosevelt.

If there is any business that you should be investing in, it has to be real estate because it is known to be the most secure long-term investment. Globally, land laws might be different, yet land yield is common to all land-owners. It simply gives a continuous circle of wealth whereby you invest, wait a while, and begin to earn.

Many wealthy individuals all over the world invested or inherited real estate and have great reviews about taking the initial step of commitment and patience. If you’re looking for the most viable investment opportunity then your best chances would be investing in real estate. Yet, there are some common issues surrounding real estate.

Read More: What are the Wealthy investing in?

These issues could revolve around management, sales, purchase, land laws or policies, tenancy and the distribution and care of properties after death— which is where estate planning comes in.

Types of Estate Planning Services

Estate planning can be expressed in different forms. These various forms are all targeted at helping the client care for his or her properties and holdings at the point of death or in the case of unforeseen circumstances like health issues and incapacitation. Some of these forms include the following:

Final Will and Testament

This is an estate planning tool that documents the decisions of clients on how their properties and real estate holding, amongst other assets, are to be catered for and distributed amongst their loved ones. The will is subject to certain tax laws and usually has to go through probate. However, it caters to major issues like beneficiaries, the guardianship for children who have been left behind and the client’s desires as to how his or her properties are to be bequeathed and kept in trust.

Trust

A trust is another estate planning tool that functions almost like a will, which functions on a wide variety of options when it is classified as irrevocable. It involves a guarantor who owns the property, a trustee to whom the property is kept in trust and a beneficiary for whom the property is being kept and managed.

Some of the other options that a trust caters for, in the irrevocable form, are health issues and medical control when a person is incapacitated and it sees to the protection of clients’ assets if they have children who are minors or dependents with special needs who need to be catered for at the point of death. Furthermore. It also helps to shield a client’s property in case of beneficiaries who are financially unstable or who have issues with debts, creditors or a divorce.

A Healthcare Power of Attorney

This power of attorney is medical and health oriented in nature. It gives someone else the power to make decisions on your health or medical choices on your behalf if you are incapable of doing so. This should be given to someone you trust and who you will be willing to trust with your life. This could be a close friend, a relative, a spouse or your attorney. In other words, this person gets to decide if you should be on certain medications, if such medications should be stopped, if a surgery is to take place, and if there should be an organ donation or not in the case of death.

Power of Attorney

Here, the power of attorney is an estate planning tool that gives someone else the power to make certain financial decisions and actions on your behalf as though they were you. The power of attorney can be revoked by the client whenever he or she decides to do so. It also enables such a person to handle business decisions on behalf of the client.

In conclusion, any one with properties, estate holdings, assets and money should think of strategic estate planning as a must. It helps to secure a person’s legacy after the person’s death or a case of incapacitation. In other words, estate planning provides a form of security for people who have worked and accumulated wealth over time to protect their interests, care for the things they have worked for over time, cater to their loved ones, and be sure that their properties would not be lost to creditors, divorce suits or financial irresponsibility.

Investment

Share this post

Facebook Twitter LinkedIn Email WhatsApp

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *


Related Posts

04MayMay 4, 2021

What You Need To Know Before You Invest!

What you Need to Know Before you Invest! Anytime I see an enticing investment opportunity I say to myself, “why not... read more

04MayMay 4, 2021

Five Services That Estate And Trust Advisors Provide

FIVE SERVICES THAT ESTATE AND TRUST ADVISORS PROVIDE Financial planning and management is as important when one dies as it is... read more

What Are the Different Types of Wealth Management? ​
15JunJune 15, 2023

What Are the Different Types of Wealth Management?

Wealth management firms, or financial institutions and professional service providers offering comprehensive financial services to help individuals, families, and institutions... read more

What to Do About Student Loans?​
29JulJuly 29, 2023

What to Do About Student Loans?

The Supreme Court recently ruled that the Student Loan Forgiveness program could not move forward. After three years of not... read more

Types of Financial Workshops and Webinars: Which to Attend?​
15JunJune 15, 2023

Types of Financial Workshops and Webinars: Which to Attend?

Financial health is an important value needed for the stability of an individual and family. This has led to financial... read more

How Nvidia is Shaping the S&P 500’s Performance in 2024​
17JunJune 17, 2024

How Nvidia is Shaping the S&P 500’s Performance in 2024

S&P 500 Update: Nvidia's surge drives one-third of year-to-date gains, reshaping portfolio analysis with its market impact. read more

Discover the Secrets of Financial Freedom​

Learn More

Services

Calculators

Links

Newsletter

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • Equity Compensation
  • Traditional IRA Calculator
  • Roth IRA Calculator
  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login
Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV
(Part 2A & Part 2B)

AFO – ADV Part 3
Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427

Services

  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning

Calculators

  • Traditional IRA Calculator
  • Roth IRA Calculator

Links

  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Please note that you are exiting Arrowroot Family Office's website and entering one of a separate company. Arrowroot Family Office does not recommend or confirm any information on this site. Please read all disclosures on Arrowroot Family Office's website and that of the company's page you are about to enter. Continue Cancel