021 | How to Protect Your Assets and Build an Estate Plan with Attorney Kyle Irvin

Vital Strategies

Do you want to ensure your assets are shielded from creditors and legal liabilities? Learn how to legally avoid paying the federal estate tax which is 40%. Join us for an insightful discussion on asset protection and estate planning with Kyle Irvin.

In our most recent episode, we sit down with Kyle Irvin, an expert in asset protection and estate planning. I have worked closely together with Kyle for years. He brings practical wisdom to the table, unraveling the complexities of asset protection strategies and legal nuances across different states.

In this episode, Kyle explains the various levels of asset protection, from safeguarding your home and retirement accounts to navigating the intricate laws surrounding LLCs and corporations. He sheds light on critical components to ensure solid asset protection, including the importance of annual meetings, maintaining corporate records, and treating LLCs as bona fide businesses.

Unlock the secrets to securing your financial future and leaving a lasting impact for generations to come.

Key Takeaways:

• Comprehensive asset protection strategies
• Key components of asset protection
• Leveraging LLCs and corporations
• Advanced techniques like siloing assets and series LLCs
• Utilizing trusts for estate planning

Resources:

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Credits:

Sponsored by Vital Wealth

Music by Cephas

Audio, video, and show notes produced by Podcast Abundance

Research and copywriting by Victoria O'Brien