See the Video Recording here: https://us02web.zoom.us/rec/play/_gMZar483XU1TQk0H-6SbFW-7AD9bQJS-IKhqsSKF4j7_dcEGxG05yHQXGtZSDPqknzv3tocDqqg_6q8.pGN3fG8RPA1RusNW?autoplay=true&startTime=1682524879000

Access the Live Transcript here: https://otter.ai/u/qKuax1KtgyOcRXB3TvmPvgUdewg?utm_source=copy_url

Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event

• There are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

*Documents used on this call:

• Revoke General POA: https://docs.google.com/document/d/1Qpvsk_x1RS6CqPQdPSpIN7VoliTeYqIchGOs2t78IDc/edit?usp=sharing
• Trust POA - Sign Checks: https://docs.google.com/document/d/1Brtuiyb8nOYK4J_5Z06S2w7L_Kxj_T0ZuC0AVdJ4eu4/edit?usp=sharing
• Power of Attorney: https://docs.google.com/document/d/1cs2w2qlb5HXGFWjazqgTkbdnsUSJb3g44IaFlov71eM/edit?usp=sharing

Outline:
-Balance sheet requirements.
6:58
-What type of entity is a division?
13:33
-The three-step process for creating a Trust.
18:51
-Transitioning into a Personal Trust.
24:13
-Two ways to handle closing documents.
30:23
-Importance of listening to the podcast.
36:22
-What is the difference between a Business and Personal Trust?
45:19
-What is a straw-man transaction?
53:20