Our trust structures are unique because they combine the power of eight different trusts into a single, seamless strategy that takes advantage of little known provisions of the Treasury Regulations to defer income tax in perpetuity. We also have an Intellectual Property version of our Trusts that can allow income from intellectual property (i.e. royalties, licensing fees, books, coaching programs, and membership sites) to be tax deferred in perpetuity. This approach not only shields your wealth from taxes and legal judgments but also amplifies your capacity for philanthropy and impact! By customizing the trusts to fit your specific situation, we offer a level of protection and flexibility that's hard to find elsewhere.

Setting up the right trust can save on taxes and protect assets by creating legal structures that separate your personal wealth from your assets, making them less vulnerable to taxes, lawsuits, and judgments. For example, trusts can help avoid or reduce estate taxes, protect assets from creditors, and in some cases, even minimize capital gains taxes, as illustrated by the success stories mentioned in our presentation.

Yes, we've shared several real-life examples in our presentation. From Dominic, who avoided capital gains tax on a property sale, to a family that significantly reduced college tuition costs, our clients have experienced tangible benefits, including tax savings, asset protection, and even reductions in health insurance premiums. These stories demonstrate the diverse and profound impact that our trust strategies can have.

Anyone who has assets to protect and wishes to minimize their tax liability can benefit from setting up a trust. This is especially true for entrepreneurs, business owners, real estate investors, speakers, coaches, authors, membership site owners, families planning for future generations, and individuals looking to enhance their philanthropic efforts. Our trusts are tailored to meet the unique needs and goals of each client, whether it's asset protection, tax planning, or charitable giving.

The process begins with a comprehensive analysis of your assets, liabilities, and goals. Based on this analysis, we tailor a trust structure to your unique situation. Throughout the process, we guide you step-by-step, ensuring that you understand every aspect and feel confident in the decisions being made. Additionally, you'll gain access to our TrustWatch committee and wealth-building mastermind, joining a community of like-minded individuals focused on protecting and growing their wealth.erunt, recusandae.

It's never too early to consider setting up a trust. Proactive planning can provide peace of mind and significant advantages in asset protection and tax savings. Waiting for a crisis or an urgent need can limit your options and benefits. We recommend acting now to safeguard your future and ensure that your wealth serves your goals and values.