Yes, Your Family Needs This IF...
The Whole Family has combined Estates worth $100,000 or more.
There is more than one person the Estate is going TO...
And/or who the Estate is coming FROM has had more than one marriage.
Here's your Speed Check:
ONE
Do you have a Will AND a Trust?
If so... look at your Will. Does it will TO the Trust everything that is supposed to be IN the Trust? If not... you need this program.
TWO:
Do you have a Trust?
Have you checked every single asset to make sure it's titled to the Trust? Not that you "sent in paperwork," but that you CHECKED. If not, you DEFINITELY need, Need, NEED this program.
THREE:
Does Your future Trustee and your Executor understand the Legal Liability they might incur if they make certain mistakes? That the IRS could come after them? If not, then THEY need you to get this.
FOUR:
Do you own a business or have any side-hustles? Are those ready for someone who knows nothing about them to take over? You need the Family Business Supplement AND I Love Them Enough Master Estate Training!
THREE & FIVE
Three Problems and Five Documents.
If all you have is 15 minutes... this is an excellent quick introduction to some very important things.
Transfer on Death has become popular. Robert did that. It created a disaster. Without meaning to, James and Linda set up their kids to fight. Mark not only put his kids at-war with one another, he nearly destroyed his own business with a major mistake that a LOT of business owners make. That, WTF MaD, and much more here.
Simple answer: No.
The reasons for that are more clear as you go, but let's say this: 90% of the problems we've seen are NOT in the documents. We tend to get the documents we "should" get without understanding what we need to do before and after. When you know what you need, we can help you get what you need.
I'm Busy. Really Busy. But I need ... something. Will this work?
Ten minutes a day. Watch the video or download the audio or get the slide deck... whatever works for you. You can even do the watch/listen part while you do something else. It's all in small, bite-sized pieces with quick, easy assignments. One small step at a time, with almost no extra time required from your schedule. Even busy people can get it all done!
There is an hour-by-hour option where you watch the core program of six lessons all at once and do six small assignments as you go. If you want, you can treat it like a one-day Intensive and do it all right now.
For business, take it phase by phase. How much work you'll have to do for your business will depend upon you and the state of your business. But the actual work can be done in dedicated time or as-you-go. It's up to you!
I Hear you GUARANTEE Your Program. What does that mean?
After decades as an attorney and seeing way too many disasters, he knows what we're missing. A tiny percentage of people might go through the whole program and think "I already knew ALL of that, and I do the parts that apply to me and my family. It wasn't worth the investment." If that happens to be you... you can get your money back.
All of it.
We even give you 60 days - plenty of time to do the whole program day-by-day - and even after you've been through the whole program, you can get all of your money back... with our congratulations for already knowing!
Related to that: "But aren't you worried people will cheat you?"
No. Not really.
But let's suppose someone is the sort of person who would buy a program, use a program, get value from it, and then ask for their money back as a cheat... us giving back money isn't the biggest problem.
The bigger problem is that someone with a cheat-people philosophy is making plans for their family. So, if we're dealing with someone who would cheat us, they'd cheat their extended family, and we'd rather not have anything to do with them anyway!
Worse, if a business professional would do that, it's not just about family, it's about business! That means family, clients, team members, vendors... and we're perfectly okay not doing business with such people.