Skip to main content
Wealth Protection Blueprint; A Step-by-Step Guide to Ensuring Your Assets Are Fully Covered

Wealth Protection Blueprint; A Step-by-Step Guide to Ensuring Your Assets Are Fully Covered

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Adding to cart… The item has been added

Wealth Protection Blueprint: A Step-by-Step Guide to Ensuring Your Assets Are Fully Covered

Wealth Protection Blueprint: A Step-by-Step Guide to Ensuring Your Assets Are Fully Covered

Interactive, Engaging, Comprehensive, Personalized, Up-to-date, Practical, Real-world applications, High-quality content, Expert instructors, Certification, Flexible learning, User-friendly, Mobile-accessible, Community-driven, Actionable insights, Hands-on projects, Bite-sized lessons, Lifetime access, Gamification, Progress tracking.

Upon completion of this course, participants will receive a certificate issued by The Art of Service.



Course Outline

Chapter 1: Introduction to Wealth Protection

Topic 1.1: Understanding the Importance of Wealth Protection

  • Defining wealth protection and its significance
  • Understanding the risks associated with wealth accumulation
  • Recognizing the benefits of wealth protection

Topic 1.2: Identifying Your Assets and Risks

  • Identifying your assets: financial, physical, and intellectual
  • Assessing the risks associated with each asset
  • Prioritizing your assets for protection

Chapter 2: Understanding Insurance Options

Topic 2.1: Life Insurance

  • Term life insurance
  • Whole life insurance
  • Universal life insurance

Topic 2.2: Health Insurance

  • Individual health insurance
  • Group health insurance
  • Supplemental health insurance

Topic 2.3: Disability Insurance

  • Short-term disability insurance
  • Long-term disability insurance
  • Partial disability insurance

Chapter 3: Estate Planning and Wealth Transfer

Topic 3.1: Wills and Trusts

  • Understanding the importance of a will
  • Types of trusts: revocable and irrevocable
  • Creating a trust: choosing a trustee and beneficiaries

Topic 3.2: Probate and Estate Administration

  • Understanding the probate process
  • Managing estate taxes
  • Distributing assets to beneficiaries

Topic 3.3: Wealth Transfer Strategies

  • Gifting: annual exclusion and lifetime exemption
  • Grantor retained annuity trusts (GRATs)
  • Charitable trusts and foundations

Chapter 4: Tax Planning and Optimization

Topic 4.1: Income Tax Planning

  • Understanding tax brackets and deductions
  • Managing capital gains and losses
  • Utilizing tax-deferred savings vehicles

Topic 4.2: Estate Tax Planning

  • Understanding estate tax exemptions and rates
  • Utilizing estate tax planning strategies
  • Managing estate tax implications of wealth transfer

Topic 4.3: International Tax Planning

  • Understanding international tax laws and regulations
  • Managing foreign earned income and assets
  • Utilizing international tax planning strategies

Chapter 5: Asset Protection and Risk Management

Topic 5.1: Asset Protection Strategies

  • Utilizing trusts and LLCs for asset protection
  • Creating a asset protection plan
  • Managing asset protection implications of wealth transfer

Topic 5.2: Risk Management Strategies

  • Identifying and assessing risks
  • Utilizing insurance and other risk management tools
  • Creating a risk management plan

Topic 5.3: Cybersecurity and Identity Theft Protection

  • Understanding cybersecurity threats and risks
  • Utilizing cybersecurity best practices
  • Protecting against identity theft

Chapter 6: Business and Entrepreneurial Wealth Protection

Topic 6.1: Business Entity Selection and Formation

  • Choosing the right business entity: sole proprietorship, partnership, LLC, corporation
  • Forming a business entity: articles of incorporation, operating agreements
  • Obtaining necessary licenses and permits

Topic 6.2: Business Tax Planning and Optimization

  • Understanding business tax laws and regulations
  • Utilizing business tax deductions and credits
  • Managing business tax implications of wealth transfer

Topic 6.3: Business Succession Planning

  • Understanding the importance of business succession planning
  • Creating a business succession plan: choosing a successor, establishing a timeline
  • Managing business succession implications of wealth transfer

Chapter 7: International Wealth Protection

Topic 7.1: International Asset Protection

  • Understanding international asset protection laws and regulations
  • Utilizing international trusts and LLCs for asset protection
  • Managing international asset protection implications of wealth transfer

Topic 7.2: International Tax Planning

  • Understanding international tax laws and regulations
  • Utilizing international tax planning strategies
  • Managing international tax implications of wealth transfer

Topic 7.3: International Estate Planning

  • Understanding international estate planning laws and regulations
  • Creating an international estate plan: choosing a trustee, establishing a will
  • Managing international estate planning implications of wealth transfer
,
!