LET’S CONNECT – THE 90 DAY TAX FREEDOM ROADMAP

FAQ

is it free?

Yes. Just as it’s impossible for a doctor to give a diagnosis before examination. It’s impossible to know if our coaching solution is right for you before knowing what your current situation is.

Who is the Chat for?

The 15 minute chat is for those who recognize they can’t make a BIG transformation that’s sustainable on their own, want to do it faster, and want to follow a proven system and have guidance by somebody who has actually done it!

Quotes from previous clients

First, I want to thank you again for your time and what you gave to me. I stuck with your routine and I turned things a bit… I stood the course we set and I’m feeling its doing its work. Today I had a really good day, I did what we planned and landed meetings on the phone. I can see you know what you’re doing.. helped me to break everything down into managable pices. Thank you again
Luigi

Hey there, I just wanted to say I’m doing the daily affirmations and they have an effect on me. They shifted me from the whole: change is hard mentality and I’m now waking up early at 5 as said :))) … doing the workouts, being more active which is great. Thank you for your support Dakotah
Viorel

TRUST FAQ

What is a trust, and why would I need one?

A trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries. You might need a trust for various reasons, such as asset protection, estate planning, minimizing taxes, and controlling the distribution of wealth.

How does a trust differ from a will?

While a will takes effect upon your death, a trust can be established during your lifetime and allows for the management and distribution of assets both during your lifetime and after your passing. Trusts also offer benefits like privacy, potential tax advantages, and avoiding probate.

What are the different types of trusts available?

There are various types of trusts, including revocable living trusts, irrevocable trusts, special needs trusts, charitable trusts, and more. Each type serves specific purposes based on your goals and objectives.

Can a trust help protect my assets from creditors?

Yes, a properly structured trust can provide asset protection from creditors. By placing assets in an irrevocable trust, they can be shielded from potential creditor claims, lawsuits, or other financial obligations.

How can a trust help with estate planning?

Trusts play a vital role in estate planning by allowing for the orderly transfer of assets to beneficiaries, minimizing estate taxes, avoiding probate, and providing ongoing financial management for beneficiaries.

Who should I choose as my trustee?

The trustee should be someone trustworthy and competent in managing trust assets. Consider professional trustees, family members, or corporate trustees depending on the complexity of the trust and the expertise required.

Are there tax advantages to having a trust?

Yes, depending on the type of trust and its purpose, there can be tax advantages such as reducing estate taxes, minimizing capital gains taxes, and providing income tax planning opportunities. Consult with tax professionals to understand the specific tax implications.

Can I change or revoke a trust once it's established?

It depends on the type of trust. A revocable trust allows for modifications or revocation by the grantor during their lifetime. An irrevocable trust, once established, is typically more difficult to change or revoke without the consent of the beneficiaries.

How do I fund a trust?

Funding a trust involves transferring assets into the trust, which can include cash, investments, real estate, or other valuable property. It's important to work with an attorney or financial advisor to ensure proper documentation and legal formalities.

Do I still need a will if I have a trust?

While a trust can address many aspects of estate planning, it's often recommended to have a pour-over will alongside a trust. The will serves as a safety net to transfer any assets not titled in the trust's name and allows them to "pour over" into the trust upon your passing.

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FAQ