Register for the Succeed Estate Plan Masterclass, and get your FREE Estate Assessment!!!
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Succeed Estate Plan Masterclass Webinar
Hosted by Russel Thompson, M.B.A
Space is limited. Reserve your spot now.
SUCCEED ESTATE PLAN MASTERCLASS WEBINAR OBJECTIVES
- Estate Planning and Trust Consultation
- Principal Asset Evaluations
- Trust Agreements
- Trust Assets Protection
- Trust Conveyances
- Trust Bill of Sales
- Trust Promissory Notes
- Trust Partnerships
- Trust Beneficiaries
- Trust Investments
- Trust Financial Flow Charts
- Trust Tax Implications
- Trust Education
and much more……………..
What is the most secure financial Instrument on the Planet?
That's right, the Trust is not only the most secure financial instrument on the planet, but it is the oldest financial instrument on the planet. The Trust has 5 distinct advantages over all other financial entities.
Asset Protection
Total Privacy
Avoid Probate
Avoid Double Taxation
Qualify for Medicaid Benefits
Your Estate Should Have Six Entities
S CORPORATION
CAPITAL HOLDING COMPANY
BUSINESS TRUST
FAMILY TRUST
INVESTMENT TRUST
PRIVATE FOUNDATION TRUST
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Why You Need A Trust?
- Own Nothing Control Everything
- Asset Protection
- Maximum Privacy
- Avoid Probate
- Avoid Double Taxation
- Avoid Frivolous Lawsuits
- Optimize Taxable Income
- Still Qualify For Medicaid Benefits
- Become the Lender not the Borrower
- Build Generational Wealth
