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.

  • 20 Videos

  • 0 Quizzes

  • 0 Worksheets

  • 1 File

  • INTRODUCTION

  • SETTING THE STAGE

  • ESTATE PLANNING & ASSET PROTECTION

  • TAX DEEDS W/GIL

  • EXECUTOR & POA INFO: DOCUMENTS AND PERSON'S YOU NEED

  • INSURANCE IN TRUST: TERM LIFE INSURANCE

  • ESTATE PLANNING ROADMAP: PAPER THE PREACH

  • BUILDING OUT YOUR LEGACY: 90, 60, 30 DAYS

  • MINERAL RIGHTS & MULTIGENERATIONAL WEALTH

  • OPENING UP THE FLOOR: Q&A

  • RECOMMENDED BOOK READ (ACRES)

  • FIND YOUR OWN CFP HERE (FINANCIAL ADVISOR DATABASE)

  • HOW TO HAVE THOSE HARD ESTATE & DEATH PLANNING CONVERSATIONS

  • RECOMMENDED BOOK READ (If You're In My Office, It's Already Too Late)

  • TRUST & WILL INFO WEBSITE

  • ESTATE PLANNING ESSENTIALS: THE AMERICAN COLLEGE OF TRUST & ESTATE COUNSEL (REVIEW THIS SITE FIRST BEFORE STARTING THE PROCESS)

  • TAX SALES WEBSITE

  • TIFFANY GUEST APPEARANCE IN BBBS (ESTATE PLANNING FOR BUSINESSES/ENTREPRENEURS) PART II

  • TIFFANY GUEST APPEARANCE IN BBBS (ESTATE PLANNING FOR BUSINESSES/ENTREPRENEURS) PART I