How to Give Away Your Assets Without Losing Them. | Ali Katz

Dan Martell just posted about a $3.6 billion exit. Ali Katz read it and asked one question nobody else did: whose name was that investment actually in? In this solo episode, Ali uses Dan Martell's Intercom exit as the entry point into a mistake most people make without realizing it, holding growing assets in their own name instead of protecting them as they grow. She gets personal about what that mistake cost her: a handshake deal with an employee that turned into a lawsuit, ten thousand dollars out of pocket immediately, and fifty thousand more in legal fees before it was over. From there she breaks down the numbers on estate tax (an exemption that's been as low as $675,000 and a rate that's hit 77%) and introduces the "steward's trust," an irrevocable trust structure that protects an asset for generations without handing over control. In this episode: - Why growing your assets makes you a target for lawsuits, creditors, and predators - What a handshake deal gone wrong actually cost her, dollar for dollar - How to grow an asset completely outside your taxable estate - Where the estate tax exemption and rate have really been, and where they could go - What a "steward's trust" is, and how it protects assets without giving up control - How to turn an irrevocable trust into a training ground for the next generation Free Resource: Ali is going deeper on asset protection and the steward's trust on her next live masterclass. Register here: https://personalfamilylawyer.com/masterclass "Once people see that you're making money, they see you as prey." — Ali Katz "The trust becomes an educational tool, not just a legal one." — Ali Katz Follow and subscribe to get notified of every new episode, and share this one with someone who's building something worth protecting. Connect with Ali Katz: Instagram: https://www.instagram.com/thealikatz Facebook: https://www.facebook.com/TheAliKatz/ LinkedIn: https://www.linkedin.com/in/thealikatz/ Website: https://alikatz.com/