The "ASSET ARMOR" class offers an in-depth exploration into estate planning, asset protection, and legacy building, tailored for individuals keen on securing their family's financial future. Hosted by Kimberly of CEO Driveher Ltd. Co., this 4.5-hour intensive masterclass features expert insights from Tiffany of Legacy is a Lifestyle and Gil of Graim Solutions, covering a wide array of topics designed to empower participants with the knowledge and tools necessary for robust estate planning.
What You Will Learn:
- Estate Planning Fundamentals: Understand the basics of estate planning, including wills, trusts, and the legal frameworks that protect your assets.
- Legacy Building: Learn how to craft a lasting legacy that transcends generations, focusing on both financial and non-financial aspects.
- Insurance Insights: Dive into the nuances of different insurance policies and how they serve as critical components of your estate plan.
- Tax Deed Investments: Gain valuable knowledge from Gil on leveraging tax deeds as a strategic investment tool within your estate.
- Asset Protection Strategies: Explore various strategies to shield your assets from potential liabilities and ensure they are passed down as intended.
- Mineral Rights and Property Ownership: Uncover the complexities surrounding mineral rights and how they impact your property's value and legacy.
- Family Governance: Establish a solid foundation for family governance, creating structures that promote financial responsibility and unity across generations.
Course Structure:
- Interactive Segments: The class is divided into 10 comprehensive segments, each focusing on a specific aspect of estate planning and asset protection.
- Expert-Led Discussions: Learn directly from industry experts, with Kimberly guiding the conversation and ensuring a holistic understanding of each topic.
- Practical Insights: The course is designed not just to inform but also to equip participants with practical steps and actionable strategies they can implement immediately.
- Resource-Rich Learning: Alongside the class replays, participants will receive an array of support documents, links, and resources to further their learning and application.
What to Expect:
- Dynamic Learning Experience: Engage in a vibrant learning atmosphere that encourages interaction, questions, and personal reflection.
- Segmented Replays: Revisit any part of the class with ease, thanks to the segmented format of the replays, allowing for targeted learning and review.
- Empowerment to Act: Leave the class not just with knowledge, but with a clear plan of action to start or enhance your estate planning journey.
- Community Support: Join a community of like-minded individuals who are on the same path toward securing their legacy and protecting their assets.
Enrolling in the ASSET ARMOR class is more than just an educational experience; it's an investment in your family's future. By understanding and implementing the strategies discussed, you'll be taking a significant step toward ensuring your assets are protected and your legacy endures for generations to come.
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20 Videos
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0 Quizzes
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0 Worksheets
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1 File
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INTRODUCTION
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SETTING THE STAGE
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ESTATE PLANNING & ASSET PROTECTION
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TAX DEEDS W/GIL
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EXECUTOR & POA INFO: DOCUMENTS AND PERSON'S YOU NEED
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INSURANCE IN TRUST: TERM LIFE INSURANCE
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ESTATE PLANNING ROADMAP: PAPER THE PREACH
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BUILDING OUT YOUR LEGACY: 90, 60, 30 DAYS
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MINERAL RIGHTS & MULTIGENERATIONAL WEALTH
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OPENING UP THE FLOOR: Q&A
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RECOMMENDED BOOK READ (ACRES)
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FIND YOUR OWN CFP HERE (FINANCIAL ADVISOR DATABASE)
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HOW TO HAVE THOSE HARD ESTATE & DEATH PLANNING CONVERSATIONS
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RECOMMENDED BOOK READ (If You're In My Office, It's Already Too Late)
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TRUST & WILL INFO WEBSITE
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ESTATE PLANNING ESSENTIALS: THE AMERICAN COLLEGE OF TRUST & ESTATE COUNSEL (REVIEW THIS SITE FIRST BEFORE STARTING THE PROCESS)
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TAX SALES WEBSITE
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TIFFANY GUEST APPEARANCE IN BBBS (ESTATE PLANNING FOR BUSINESSES/ENTREPRENEURS) PART II
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TIFFANY GUEST APPEARANCE IN BBBS (ESTATE PLANNING FOR BUSINESSES/ENTREPRENEURS) PART I
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CLASS NOTES FOR DOWNLOADING