Fixing the Flaws Every Estate Plan Has (Steve Gibbs)

About this episode

Steve Gibbs discusses the essential elements of effective estate planning beyond just wills and trusts.

Essential Essays for Elite Families: https://dynastus.com/YTLetters When it comes to protecting your wealth, wills and trusts aren't enough on their own. Steve Gibbs joins me to talk about building and preserving assets with proper instruments for the next generation. Find Steve on The Dynastus Network: https://dynastus.com/partner/insurance-and-estate-strategies/ TIMESTAMPS: 0:00 Intro 1:31 Wills vs Trusts 4:56 What if You Don't Have a Will? 8:30 How to do a Trust Well 15:38 Don't Get Ripped Off 18:22 Transfer on Death & Ladybird Deeds 21:32 Family Foundations 24:06 Family LLCs to Transfer Wealth 33:22 Infinite Banking 49:21 Cashing Out Tax Free 54:14 Biggest Gaps in Estate Planning

People in this episode

Host: Ben

Guest: Steve Gibbs

Topics covered

• estate planning
• wealth protection
• wills and trusts
• asset preservation
• family wealth transfer

Keywords

• estate plan
• wills
• trusts
• wealth transfer
• family foundations
• infinite banking
• tax free cashing out

Mentioned in this episode

Organizations: The Dynastus Network, Dynastus

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