Financial Security Through Estate Planning with Brent Carlson

In this episode of the Money Multiplier podcast, I sit down with estate planning expert Brent Carlson to explore the intricacies of trusts and estate planning. We dive into the fundamental concepts, the benefits of incorporating trusts into your estate plan, and the steps to get started. Brent shares valuable insights and real-life examples, shedding light on common challenges and misconceptions. 

 

Whether you're new to estate planning or looking to refine your existing plan, this episode is packed with practical advice to help you secure your financial future and protect your legacy. Tune in for an engaging conversation that highlights the importance of comprehensive estate planning.

 

More about Brent Carlson – CEO & Owner of Corporate Capital, Inc.: I am a proud dad of four amazing boys and have the most beautiful woman in the world that I am lucky enough to call my wife! I graduated from Brigham Young University in 2004 and have been in the industry ever since. I currently serve as the Secretary/Treasurer of the Nevada Registered Agents Association and also sit on their Board of Directors. I have over 20 years’ experience in the corporate and financial world and am one of the Founders of Corporate Capital, Inc. Previously, I served as the general manager of one of the largest incorporating and tax firms in the country, where I consistently had over 50 sales professionals working under me and was in charge of all day-to-day operations, with peak sales at 12 million. I have had the unique privilege to be a public speaker in the corporate and asset protection industry since 2005, and have helped thousands of entrepreneurs maintain and grow their portfolio through proper structuring and tax planning. Thanks for considering Corporate Capital for all your business needs. We are proud to celebrate our 11th year in business!

 

Have a topic you want me to discuss? Feel free to send any questions or comments to podcast@themoneymultiplier.com. 

 

Join us for a LIVE, in-person event - The Money Multiplier Mastermind on October 10-12. More details on how to register coming SOON!

 

To view a recorded version of our presentation on the Infinite Banking Concept, please visit: https://themoneymultiplier.com/presentation

 

Make an appointment with me: https://go.oncehub.com/hannahkesler

 

For other resources: https://linktr.ee/themoneymultiplier 

 

Hannah: https://www.instagram.com/hannah_kesler