Legacy Planning and Asset Protection with Jason Zundel
In this episode, Jake and Gino talk with Jason Zundel, an asset protection and estate planning attorney with Anderson Business Advisors, who shares his background and how he got started in the business. Jason provides valuable insights on the common mistakes business owners make in their estate planning and how to prevent these issues early on.
One of the key takeaways is the importance of asset protection, which can save you from catastrophic liability in market down turn. If you have a home or a child, it’s absolutely vital to have a living trust, which is a part of the estate planning portfolio provided by Anderson Business Advisors. Jason explains how probate is a billion-dollar industry, and why it’s essential to avoid it through proper estate planning. He shares the minimum components of an estate planning portfolio which can enable a business owner to leave a legacy behind.
Key Moments:
00:00 Intro
02:46 Mistakes business owners make and what they can do to avoid probate
05:19 How can business owners protect themselves early? Get it in writing!
07:20 Holding cash vs leveraging a whole life policy as a cash management tool
11:00 Estate planning as a vital asset protection structure
15:30 First steps to estate planning
19:27 Who is the victim of over-reaching bureaucracy?
25:48 How to ensure what you have worked so hard for stays yours
Connect with Jason:
Website: https://andersonadvisors.com/
Email: info@andersonadvisors.com
To know more about long-term personal financial engineering and options for building legacy wealth, connect with our Team at www.100year.com
Bonus resources: DOWNLOAD our Dual Asset Strategy ebook and learn how YOU can leverage cash value life insurance and become your own source of financing: https://100yearrei.com/ebook-download/ SCHEDULE A Call: https://100yearrei.com/callnow/
^To talk to our Team about adding a Permanent Life Insurance Policy to your financial plan (and even the plan for your children), get in touch with our Team here^
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The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Jake and Gino are not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle.