Partners
NAFEP - The National Association of Financial & Estate Planning
Account Setup
NAFEP is in the business of providing the legal documents and structures required to support the financial planning, retirement planning and real estate community in meeting their clients’ estate planning needs.
NAFEP has a key competency of providing tax advantaged investment strategies and structures for financial planning, retirement planning, and real estate professionals.
These strategies and structures are accomplished through our Self Directed Installment Sale, 1031/Rescue, Cost Segregation and Self Directed IRA/401K products and services.
AET - American Estate & Trust, LC
Trustee & Custodial Services
American Estate & Trust, LC (AET) is a state of Nevada licensed trust company, meeting all state requirements for capital reserves and bonding. Providing full custodial and administrative services for IRAs, 401(k)s, health and educational savings accounts and pooled investment funds; acting as an independent and professional trustee for private trusts (living trusts, etc.); and providing escrow and qualified intermediary services for 1031 real estate exchanges.
AET is an Accredited Business and member in good standing of the Better Business Bureau of Southern Nevada, with no complaints having ever been lodged against the company.