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Hello, everyone, and welcome to this episode of "Coffee with Carl." I'm your host, Carl Zoellner, an attorney with Anderson Business Advisors. Today, we’re diving into one of the most common questions I get during initial consultations with clients: "Where do we start with tax and asset protection?"

In this episode, I will guide you through the first steps of building a firm financial foundation.

We'll discuss how a living trust helps you avoid probate, keeping your affairs private and out of the judicial system. I'll explain how this essential tool ensures your assets are managed according to your wishes without court interference.

Additionally, we'll explore the benefits of pairing your living trust with a Wyoming holding LLC, also known as the "blue box LLC." This combination provides a secure and private way to manage your assets and business entities, offering enhanced protection and anonymity.

Join me as I share practical advice and insights to help you safeguard your financial legacy for your loved ones. Whether you're an experienced investor or just starting, this episode is packed with valuable information to help you navigate estate planning and asset protection.

Don’t forget to like, comment, and subscribe for more episodes of "Coffee with Carl." Cheers to building a secure financial future! ☕



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Carl Zoellner, Esq. is a senior attorney at Anderson Business Advisors who specializes in strategic planning for business owners with a focus on asset protection and tax planning. Carl speaks across the country to educate small business owners on the tools available for their investments from legal and tax perspectives.

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Serving clients since 1997, Anderson Advisors is growing at a phenomenal rate and we owe this success to our people, services and clients.

Disclaimer

The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorneyclient relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.