SUCCEED 20 / 20 ESTATE 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

ESTATE OR NO ESTATE

If you decide that you want to leave an Estate, it is necessary to have a specialized Estate consultant to guide you through your Estate formation and Estate clauses? Statistics show that people that use a Estate consultants to start or consult their Estate have a far better change of passing money to the next generation.

STEP 2

ESTATE GOALS

Decide what is the best way to leave your Estate to your loved ones.

STEP 3

ESTATE FOUNDATION

There are 4 purposes in life. Family, Business, Investments and Charity. Learn how to protect your assets in all four areas.

STEP 4

ESTATE STRATEGY

As citizen of t he United States of America, you have the choice on whether you want to put your Trust in the Private Sector or the Public Sector.

STEP 5

ESTATE JURISDICTION

The jurisdiction of your Trust will be a major in determining the Trust Access, Protection, Privacy, and Tax Liability.

STEP 6

ESTATE NON-PASSIVE INCOME

Control and have the full authority over your Trust by designating a Settlor to establish the Trust.

STEP 7

ESTATE PASSIVE INCOME

Decide who will have discretion over the trust and its assets.

STEP 8

TRUST TAX STRUCTURE

Decide how you want your Trust taxed, either as a Simple Trust or a Complex Trust.

STEP 9

TRUST TRANSFERS

Choose whether the next generation will be taxed on monies, assets an investment left to them.

STEP 10

TRUST CONFIDENTIALLY

Learn how to keep your trust confidential within your Estate and the Public.

STEP 11

TRUST SPECIAL CLAUSES

Learn how to add special clauses for your Trust, for future activities and plans throughout the duration of your Trust.

STEP 12

TRUST PROVISION

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

TRUST FORMATION

Decide whether you want the previous selections from steps 1 to 12 to be revocable or irrevocable.

STEP 14

TRUST NAME

Learn how to successfully name a trust for the right Trust purpose.

STEP 15

TRUST ADDRESS

Learn how to choose the right address for your Trust that keeps your Trust in the Federal jurisdiction.

STEP 16

TRUST EMAIL

Choose the correct email platform to set up your encrypted private Trust email account.

STEP 17

TRUST SETTLOR

Learn how to choose the right Settlor for your Trust by educating them on what role you are asking to serve in.

STEP 18

TRUST OFFICERS

Decide who will be the Trust the Compliance Officer and the Trustee of the Trust.

STEP 19

ESTATE MANAGEMENT

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

ESTATE PROFESSIONALS

Learn how beneficiaries are protected and can benefit from the Trust.