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 strategy. Statistics show that people that use a consultant to start or consult their Estate have a far better chance of passing money to the next generation without taxation, attorney fees and probate.

Lets Get Started

STEP 2

ESTATE GOALS

The wealthy do three things, they multiply wealth, they protect their wealth, and preserve their lifestyle. What are your Estate goals?

STEP 3

ESTATE STRUCTURE

Learn how the wealthy put money into their private estate through contracts not ownership.

STEP 4

ESTATE FOUNDATION

The wealthy understand that there is a major difference between ownership and access.

STEP 5

ESTATE ENTITIES

The wealthy understand how to use the right type of entities to produce the best results.

STEP 6

ESTATE INFLATION

Learn how wealthy avoid inflation when it comes to the assets that are left in their estate.

STEP 7

ESTATE INSURANCE

The wealthy use insurance policies to pass wealth to the next generation.

STEP 8

TRUST INVESTMENTS

The wealthy invest not with social security numbers, but with EIN numbers from a specialized Trust.

STEP 9

ESTATE REAL ESTATE

Learn how the wealthy buy and sell properties that benefit their Estate by avoiding all capital gain taxes.

STEP 10

ESTATE TAXATION

Learn how to minimize your tax liability by assessing your taxes through your estate, not an individual.

STEP 11

ESTATE STRATEGY

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

ESTATE NON-PASSIVE INCOME

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

ESTATE PASSIVE

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

STEP 14

PRIVATE INCOME VEHICLE

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

STEP 15

PRIVATE CAPITAL GAINS VEHICLE

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

STEP 16

ESTATE PRIVATE DONATION VEHICLE

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

STEP 17

ESTATE PRIVATE PRINCIPAL VEHICLE

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

STEP 18

ESTATE JURISDICTIONS

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.