Letters To Would-Be Customers: Volume I (Part 2 of 3)

[WARNING: The following material derives from 100% all-natural, real intelligence. No artificial ingredients.]

As part of my Customer matriculation and eventual on-boarding process, I produce and provide a Call Summary after we conduct our Clarity Call. That Clarity Call is conducted as sort of a "Final Exam," as the last part of Your 3-Hour "LAW DEGREE." Those who have been through "Orientation" and listened to my "Course Work" Teaching Videos are now ready to apply what they've learned - to themself. Indeed, we use YOU as your own "case study," helping you see how the Flawless Family Trust Smart System optimizes Estate Planning matters, maximizes Asset Protection, and minimizes Taxation in your situation... all within a Multi-Generational framework. I thought it might be interesting, if not helpful, to get an inside look at what such a Clarity Call is all about... by way of reverse-engineering the Call Summary I prepared for someone. What follows is the Call Summary for "S.S.," continued from Part 1.

(continued from Part 1) 

Once you’re clear on WHY I do what I do (the way that I do it), the HOW now becomes relevant.  In fact, it becomes imperative.  Indeed, I always tell people that you can only do what you know.  When you “know better,” you can “do better.”  When you “do better,” you “have better.”  People are not even fully “problem aware” regarding these issues, let alone reasonably “solution aware.”  You prudently seemed to latch onto that reality when you connected with me on LinkedIn.

Specifically, if you want a desired outcome, you have to follow the steps that lead to that outcome.  For instance, you ultimately want an actual “family trust” (a “We” Trust, not a “me” trust).  To achieve this, we necessarily need to leverage a Dynasty (or “Legacy”) Trust to obviate the “Rule Against Perpetuities” (the very antithesis, and kill shot, to a “family trust”).  Any so-called “common law trust,” or non-Dynasty Trust is - by definition - NOT a “family trust.”  It’s merely a “you only” trust.  It would be the typical “just for me,” single-generation vehicle that would distribute assets to heirs… only to have them have to repeat their own “planning” efforts 10-30 or so years later (if you’re lucky) – and spawn the perpetual dependence on lawyers you wanted to steer clear of.  The one-liners can be catchy to the untrained ear; however, the “sound bites” need substance.  A statutorily-prescribed Dynasty Trust is simply the only way to accomplish a real family trust.  Obviously anyone with a choice would choose “perpetuate” over “terminate;” however, they do not even know it’s an option (“know better, do better” and, most importantly – “have better”). Instead, most folks are merely offered only what their attorney knows how to do.  So, their trust lasts a single generation, not 17+, and they forfeit Asset Protection at the same time.

Similarly, if you care to actually protect the assets you’ve acquired, you clearly wouldn’t get a Revocable (Living) Trust (which lawyers with software pervasively peddle).  Indeed, we discussed the misguided way in which people mistake revocability for “flexibility” – and obliterate Asset Protection goals (if they ever existed) by getting a revocable trust (and being the Trustor, Trustee, and/or Beneficiary).  Moreover, I pointed out that you no more want a revocable trust than you want a revocable job promotion, marriage or lottery winnings.  Only those lacking confidence in their plans & preparations want the escape hatch of revocability (the “undo” button).  When things are done right & you have justified conviction (not mere emotional fervor), you don’t even want it to be possible for it to be possible for your master plan to be unwound – by you, a judge, or jury.

In sum, “Your 3-Hour ‘LAW DEGREE’” points precisely – and only – to “The 14-Day LegacyMax Invisible Tax-Wise Estate Protection & Perpetuation Peace of Mind Blueprint” (my “Signature Solution” shown on next page).  To not follow that Blueprint, and thus not arrive at the destination it leads to, is to assume the unnecessary risk of causing your loved ones undue risk and/or pain.  To not reach the end point is to sacrifice on attributes already declared desirable.  People with inferior “solutions” (or, more accurately, their surviving loved ones) are at the mercy of the “legal system.”  People routinely compromise on one or more of: Asset Protection, control over resources, generational financial aggregation, privacy/anonymity (freedom without privacy is an illusion), efficient asset segregation, generational business/fiscal continuity/control, tax strategy creative latitude, self-contained administration, flexibility, available tax avoidance, etc..   Verily, one study showed how, in just 75 years (a mere grandchild’s lifetime), Dynasty Trust assets were worth 363% (nearly 5x) more than a NON-Dynasty Trust.  Poor planning cost them 78.4% of available wealth gain.  Now, imagine the opportunity cost of forfeiting centuries-long asset compounding!

(to be continued)...        

You can access Your 3-Hour "LAW DEGREE" and book your own G.W.B. Clarity Call here:

https://1.generationalwealthbuilder.com/redirect-law-degree-main-optin