Resources

for the Grantor . . .

RUBY’S
RULES

Ruby’s Rules – Sequential listing
to help you manage your money

RUBY-TRUST
Agreement

Sample RUBY-TRUST
Agreement

RUBY-TRUST
Gifts Received

Sample Schedule of Present
and Future Interest Gifts

Click on image to download.

for the Trustee . . .

RUBY-TRUST
Calculator

Calculator – RUBY-TRUST
Funding in Four Installments

RUBY-TRUST
Financials

Sample RUBY-TRUST
Financial Statements

RUBY-TRUST
Multi-Year

Sample RUBY-TRUST Schedule
of Actual Results by Year

Click on image to download.

for the Primary Beneficiary . . .

Roth-IRA
Calculator

Calculator – Roth-IRA
Growth over 37 Years

Roth-IRA
Financials

Sample Roth-IRA only
Financial Statements

Roth-IRA
Multi-Year

Sample Roth-IRA Schedule
of Actual Results by Year

Individual
Monthly Budget

Sample Schedule of Monthly
Income and Expense

Individual
Monthy Cash

Sample Schedule of Monthly
Cash Activity

Individual
Balance Sheet

Sample Individual
Balance Sheet

Click on image to download.

Good planning and hard work lead to Prosperity, but hasty shortcuts lead to poverty.

Proverbs 21:5

Lean about Seminars, Short talks, Speeches, & Book Signings.