Somebody's going to ask you to be their trustee one day. Maybe they already have. It sounds like an honor. It's actually a loaded gun. A trustee I know did everything out of love. Her mom died, her siblings needed money, so she paid them out 90 days in. Two months later the IRS came for $127,000 her mom owed. The estate account was empty. She sold her own house to cover it. That's not a horror story. That's federal law. It's been enforced this way since 1797. I made a video on the six steps that would have saved her house. Watch it before this call becomes real for you.

A few years ago I was selling furniture out of my garage just to pay for groceries. 😞 But only months before I was co-founder and owner of a $50 million company serving clients in over 150 countries. And then Covid took out company out. 🌊 Had I set up an estate plan, I would have had enough to provide for my family and 100 more for the rest of their lives So why didn't I? Because it never felt urgent...until it was too late. Why do we protect our homes with insurance and our phones with passcodes, but we forget to protect the very people we're actually building it all for. 🧐 This videos breaks down the 7 documents every estate plan needs, and the one mistake that's kept Michael Jackson's estate in court for 17 years and counting. If you ever wanted to get a strong grip on how an estate plan actually works, this is it. Enjoy! 🚀

I want to warn you in advance... When you walk into your bank, there is a strong chance they will fight you over moving your bank account into your trust. This video walks you through every obstacle and how to overcome them. Don't let a teller hold you back from getting the protection your family deserves! Watch it, then go fund your trust. 👇

There's a story I tell in my new YouTube video that I can't stop thinking about. It's about Jim, a friend of mine here in Austin. Jim spent his whole life working, building, providing. Before he died, he did what responsible people do—he hired an attorney and created a will. He believed his family was protected. He was wrong. And he never knew. His kids sat in probate court for years. Legal fees ate into everything he'd built. A family that loved each other started fighting over what was left. One document. One blind spot. One lifetime of work—diminished. I made this video because I've seen this story play out too many times. In a month, my first grandchild will be born. I cannot express how much this impacts the way I view legacy. Your legacy is the last thing your kids will remember you for. And your grandkids. If you have a will and no trust, this video is for you. I'm not here to scare you—I'm here to give you the truth nobody told you, and the path forward.

Do you live in a community property state? If so, this is critical to know.