Do You Know the Difference?

“Trusts” and “wills” are often used interchangeably, but there is, in fact, a huge difference between the two.

If you are confused about what distinguishes them, don’t worry—that’s what we’re here to explain to you.

In a general sense, a trust provides a superior level of control over your estate that a will simply does not.

With a trust, you can decide exactly how and when your assets will be distributed without going through the probate process. Additionally, they are relatively low maintenance once they are created.

We cover all aspects of legacy planning in relation to trusts, demystifying the entire process so you and your family can make the most informed decisions possible.

This masterclass is the perfect setup for individuals & families that want to have the intricate details of the trust already identified with or without the use of a lawyer or paralegal. Having these details already worked out will allow you to save thousands as you work through this process & have you thinking about adding things you had no idea were options.

In this comprehensive masterclass, we will take a deep dive into all aspects of legacy planning for trusts, explaining in detail why trusts are the most comprehensive choice for you and your family.

Ask yourself these three simple questions:

Do you currently have an estate plan?

What legacy will you leave behind when you are gone?

Are all of your assets and accumulated wealth protected?

If you struggled to answer any of those questions, that’s completely all right. We’ve all been there at some point in our lives. The important thing is that you are here, right now, ready and willing to educate yourself.

The fact is most people are often ill-prepared for the inevitable and lack a cohesive estate plan. Legacy planning is something that never has been—and never will be—fun to think about.

But it is something that needs to be discussed & your plan put in writing. Unfortunately, many people assume that legacy planning is a complicated and time-consuming process, and while it is true that this can sometimes be the case, I’m here to tell you that it doesn’t need to be.

I Want To Learn More

Here is a short list of topics that may seem intimidating to you right now, but that will become easier to understand once you finish our masterclass:

The purpose of Wills so you are using them properly.
The purpose of a Trust so you understand why you need one.
How the two are unique so you understand why having both are necessary.
The benefits of a Trust so you can protect your wealth and assets without probate.
The definition of “compliance” so you don’t invalidate your trust.
Planning for health and medical decisions so you can pre-identify things that are important to you and how they should be handled.
Allocating for final expenses and final wishes so your family is not left to figure these things out and can grieve your loss without worry.
Properly utilizing endowments to make sure your wishes carry on even after you are no longer here.
Methods to efficiently allocate your wealth through generational distributions.
Providing for your minor children so the legal system isn’t making these decisions for you.
And much more!

Whether you are familiar with these topics or not, what is even more important is knowing how to manage and move your assets when you are under a trust. We cover this process in-depth, ensuring that you have full control over your assets.

Legacy Planning Trust Masterclass

Not for $2,500 or even $1,500 but for a limited time just $200

Full List of Topics:

Revocable/Irrevocable trust
Schedule of Assets
Last Will & Testament (Pour-over will)
HIPAA Authorization
Living Will
Power of Attorneys
Durable Power of Attorney for Finances
Certification of Trust

Bonus Material

Because we want to ensure that you have everything that you need to ensure the future prosperity of your family and loved ones, we’re also including the following step-by-step guides, as limited-time bonuses:

Revocable/Irrevocable Trust Template
(25 pages—value $1,300)
Basic Power of Attorney Template
(12 pages—value $200)
Living Will AHD Template
(15 pages—value $500)
Legacy Final Wishes Planner
(20 pages—value $150)
Affidavit of Domicile Template
(3 pages—value $200)

That’s a total value of over $2,300 for the price of

$200!

Keaundra W.

“The Legacy Planning Masterclass is the real deal! The way the information was presented I was able to easily grasp a true understanding of what a trust is and the importance of having one. I recommend this masterclass to anyone looking to secure their future for their loved ones and leave a legacy behind.”

Don’t miss out on this opportunity!

This is a prerecorded Masterclass. Once your payment has been processed, we'll send you an email containing a link to the masterclass page where you can start.