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Why Every Business Owner Needs a Trust (And How to Set It Up the Right Way)

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Manage episode 469130312 series 3649965
Content provided by Keenan Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keenan Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you protecting your business and assets the right way? Or are you unknowingly leaving everything you’ve built vulnerable to lawsuits, estate taxes, and probate battles?

In this very first episode of The Keenan Roberts Advantage, we’re exposing the hidden risks that most business owners face and breaking down exactly why having a trust is essential for protecting your wealth. If you think an LLC, will, or insurance is enough—you might want to think again.

🔑 Here’s what you’ll learn in this episode:

✔️ The #1 mistake business owners make when structuring their assets.
✔️ Why 36% of small business owners face lawsuits every year—and how to protect yourself.
✔️ How estate taxes can wipe out 40% of your business if you're not structured properly.
✔️ The difference between a revocable and irrevocable trust—and which one gives you the most control.
✔️ The shocking truth about "reverse piercing" and why your LLC might not be protecting you like you think.
✔️ The step-by-step process to set up a trust the RIGHT way.

📌 Want to work with my team of experts and take control of your financial future?
📲 Text "MENTEE" to 507-50-ASSET (507-502-7738) to explore business ownership opportunities.

🔔 If you found this valuable, share this episode with a business owner who needs to hear it. Don’t wait until it’s too late—learn how to protect what’s yours TODAY.

👉 Hit play now and start building your advantage. 🎙🔥

  continue reading

6 episodes

Artwork
iconShare
 
Manage episode 469130312 series 3649965
Content provided by Keenan Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keenan Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you protecting your business and assets the right way? Or are you unknowingly leaving everything you’ve built vulnerable to lawsuits, estate taxes, and probate battles?

In this very first episode of The Keenan Roberts Advantage, we’re exposing the hidden risks that most business owners face and breaking down exactly why having a trust is essential for protecting your wealth. If you think an LLC, will, or insurance is enough—you might want to think again.

🔑 Here’s what you’ll learn in this episode:

✔️ The #1 mistake business owners make when structuring their assets.
✔️ Why 36% of small business owners face lawsuits every year—and how to protect yourself.
✔️ How estate taxes can wipe out 40% of your business if you're not structured properly.
✔️ The difference between a revocable and irrevocable trust—and which one gives you the most control.
✔️ The shocking truth about "reverse piercing" and why your LLC might not be protecting you like you think.
✔️ The step-by-step process to set up a trust the RIGHT way.

📌 Want to work with my team of experts and take control of your financial future?
📲 Text "MENTEE" to 507-50-ASSET (507-502-7738) to explore business ownership opportunities.

🔔 If you found this valuable, share this episode with a business owner who needs to hear it. Don’t wait until it’s too late—learn how to protect what’s yours TODAY.

👉 Hit play now and start building your advantage. 🎙🔥

  continue reading

6 episodes

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