Implementation Help, When You're Ready

Tax Lien Investor Starter Kit

Everything a beginner needs to evaluate, bid on, and track tax-lien certificates without making the costly mistakes that take most first-year investors out of the game.

What's inside

• 50-page beginner-to-intermediate handbook
• State-by-state interest rate & redemption matrix (current statutes)
• Due-diligence checklist (printable PDF)
• Excel portfolio tracker with subsequent-tax reminders
• Sample auction worksheet
• Email support for 60 days

30-day refund if it isn't what you expected.

Rental Property Tax Organizer

Track every Schedule E expense category. Optimize depreciation. Don't leave deductions on the table because your records were a mess in April.

What's inside

• Pre-built Excel/Google Sheets workbook
• Full Schedule E expense map
• Depreciation schedule template (27.5-year + cost-seg components)
• Per-property and portfolio dashboards
• Year-end CPA hand-off summary

Estate Planning Checklist

Get organized before you meet an estate attorney — documents to gather, decisions and backups to name, a high-level asset inventory, digital-legacy access, and a review cadence so the plan doesn't go stale.

Asset Protection Workbook

Educational worksheets, ownership and liability structure maps, and an advisor/CPA question bank for business owners preparing entity and liability conversations — not a DIY filing kit.

Foundation Operations Package

A private-foundation operations guide plus startup, governance, and grant-making templates, an annual compliance calendar, and attorney/CPA question templates. Prep for advisors — not DIY formation.

Dynasty Trust Document Suite

Questionnaires, asset and beneficiary inventories, and counsel-meeting agendas for multi-generation trust discussions. Educational prep only — it does not create a trust.

Complete Strategy Bundle

All six Legacy Asset Lab products in one library — Tax Lien Starter Kit, Rental Tax Organizer, Estate Planning Checklist, Asset Protection Workbook, Foundation Operations, and Dynasty Trust Suite.

• Tax Lien Starter Kit ($99 value)
• Rental Tax Organizer ($49 value)
• Estate Planning Checklist ($27 value)
• Asset Protection Workbook ($74 value)
• Foundation Operations Package ($129 value)
• Dynasty Trust Document Suite ($142 value)

Veteran's Benefits Playbook 2027

Plain-English map of VA compensation layers most veterans never claim: TDIU, SMC, secondary claims, CRDP/CRSC, evidence & nexus, appeals. Educational only — not legal advice.