Building Trusts, Protecting Futures.
Crafting Your Legacy With Wealth Security
Over 20+ Years of Estate Planning and Trust Services
From the Wealth Innovation Center of Jerry Van Essen
For decades, the most powerful financial strategies have been the closely guarded secrets of the ultra-wealthy.
Today, Asset Smart is changing that narrative. We're opening the vault of elite wealth tactics and sharing them with you!
Financial challenges are mounting every day. Each moment you wait could be costing you opportunities.
Our team of financial innovators are ready to guide you from financial uncertainty to prosperity and security.
THE BEST HAS YET TO COME
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Part 1
Introduction to Estate Planning
What is Estate Planning?
History of Trusts
Understanding Trusts
Asset Protection Scenarios
Live Q&A
Part 2
Deep Dive into Trusts
Optimal Trust Structure
Introducing The Trio
The Role of the Grantor
The Role of the Trustee
The Role of Beneficiaries
Part 3
Escape Excessive Taxation
Tax Advantages of a Trust
Advanced Tax Scenarios
Rules of the Trust
Funding the Trust
How to begin your Estate Plan
Day 4
Managing an Irrevocable Trust
Trustee Responsibilities
Beneficiaries' Rights
Handling Mismanagement
Making Changes to an Irrevocable Trust
Tax Considerations
Day 5
Estate Planning Tools
Living Wills
Estate Planning for Business Owners
Guardianship Designations
Regular Review of Estate Plan
Funeral and Burial Instructions
E-LEARNING
Popular Lessons
Estate Planning Quiz
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Instant Results
Less than 3 Minutes
Keep What You Earn Challenge
Wealth Protection
5 Topics
5 - Day Challenge
Estate Planning with Trusts
E-Book
10 Lessons
5 Min read
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assetsmartconsulting.com