SUCCEED 20 / 20 CREDIT VISION PLAN
This plan is intended to be a roadmap to building a well-structured Estate and will educate you in the process.
This plan will be a guide to asking the right questions and give you the different selections and choices when setting up your Estate.
This plan will also show how to pass money to the next generation without Attorneys, Probate, The IRS and State Interference.
STEP 1
ASSET CONSULTANT
If you decide that you want to have the best credit score for the rest of your life, it is necessary to have a specialized Credit consultant to guide you through your credit building and credit restoration process. Statistics show that people that use a consultant to help with their credit have a far better chance of keeping a 720 plus credit score for the remainder of their lives.
Lets Get StartedSTEP 2
ASSET TYPES
Being able to see your credit reports and credit scores on all three credit bureaus in very important in establishing good credit.
STEP 3
ASSET VALUES
Learn how the wealthy put money into their private estate through contracts not ownership.
STEP 4
ASSET COLLATERAL
The wealthy understand that there is a major difference between ownership and access.
STEP 5
ASSET APPRECIATION
The wealthy understand how to use the right type of entities to produce the best results.
STEP 6
ASSET DEPRECIATION
Learn how wealthy avoid inflation when it comes to the assets that are left in their estate.
STEP 7
STABLE VS. UNSTABLE ASSETS
The wealthy use insurance policies to pass wealth to the next generation.
STEP 8
CREDIT CLOSED ACCOUNTS
The wealthy invest not with social security numbers, but with EIN numbers from a specialized Trust.
STEP 9
CREDIT REVOLVING ACCOUNTS
Learn how the wealthy buy and sell properties that benefit their Estate by avoiding all capital gain taxes.
STEP 10
CREDIT INSTALLMENT ACCOUNTS
Learn how to minimize your tax liability by assessing your taxes through your estate, not an individual.
STEP 11
CREDIT AUTHORIZE USER ACCOUNTS
Income is can be either passive or non-passive. Learn how the wealthy fit both non-passive income and passive income structures into their Estate.
STEP 12
CREDIT LATE PAYMENTS
Learn about the most important Trust provision that allows your beneficiaries to use the assets of the Trust without incurring a taxable income.
STEP 13
CREDIT COLLECTION ACCOUNTS
Decide whether you want the previous selections from steps 1 to 12 to be revocable or irrevocable.
STEP 14
CREDIT PUBLIC RECORDS
Learn how to successfully name a trust for the right Trust purpose.
STEP 15
CREDIT UTILIZATION
Learn how to choose the right address for your Trust that keeps your Trust in the Federal jurisdiction.
STEP 16
CREDIT PAYMENT
Choose the correct email platform to set up your encrypted private Trust email account.
STEP 17
CREDIT MIX
Learn how to choose the right Settlor for your Trust by educating them on what role you are asking to serve in.
STEP 18
CREDIT AGE
Decide who will be the Trust the Compliance Officer and the Trustee of the Trust.
STEP 19
CREDIT NEW ACCOUNTS
One of the most important things in the Trust is deciding who will be the Successors of the Trust. Learn how to choose your Successors.
STEP 20
CREDIT PERCENTAGES
Learn how beneficiaries are protected and can benefit from the Trust.