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Asset protection & succession
Everything you built is sitting in your own name.
Everything you own sits in your own name, where anyone can find it and a court can reach it. This is the step-by-step guide to moving it behind a trust: which one to use, in what order, what it costs, and the one deadline that decides whether any of it holds.
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2026 Rules Edition
Set Up Your Trust
A step-by-step guide to protecting what you own and passing on what you built.
Creative AcquisitionsVol. VIII
RETAIL$144
Included in The Wealth VaultAll six books for $19.99
If this is what you are thinking…
Three different people read that sentence and go cold for three different reasons. Here is what it looks like when it stops being theoretical.
Everything I own is in my own nameYou have spent twenty years accumulating, and roughly an afternoon thinking about what happens the day somebody comes looking for it.
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Your lawyer’s first question is what the assets are held in. The answer is your own name.
×
You start ringing people about setting up a trust, and find out the door shut months ago.
×
A transfer made after a claim exists can be undone by a court, and can cost you more than it saved.
Where this goes
From the week you are having, to the one you are trying to reach.
Right now
Everything you built is sitting in your own name.
A letter arrives. Nothing has been proven yet and your accounts are already frozen.
After you have read it
Protection is cheap, boring and freely available in a quiet year. In a bad year it is not available at any price.
You have spent twenty years accumulating, and roughly an afternoon thinking about what happens the day somebody comes looking for it.
Protection is cheap, boring and freely available in a quiet year. In a bad year it is not available at any price.
The structure
Six layers. One job each. Built before you need them, or not at all.
Each layer below does exactly one thing. Skip the order and you pay for all six while a creditor walks through the gap. Build it after a claim exists and a court can simply undo the lot.
Every layer lists what it costs, what it does not do, and the professional who has to put it in place for it to hold.
Inside the bookBuilt for the moment theory becomes a real decision.
What you will learn
No fluff. Just the parts people keep getting stuck on.
A step-by-step guide to protecting what you own and passing on what you built.
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Which trust is right for youFour types compared on what each one costs you in control.
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The six layers, in orderInsurance, entity, title, trust, holding company, state.
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Keeping controlHow to still use your own assets without giving the protection away.
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What it actually costsSetup and annual upkeep, with real numbers.
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The timing ruleWhat counts as too late, and the tests a court applies.
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Funded buy-sell agreementsTriggers, valuation, and where the money comes from.
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The handover documentEverything living only in your head, in one place.
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What none of this protectsFive things no structure covers, stated plainly.
Why people hesitate — and what we did about it
Three reasons not to buy this, answered before you ask.
1
“Another guru selling a dream.”Fair. So every worked example here carries its full payment schedule, and at least one deal in every book is one you should walk away from. If the numbers do not work, the book says so.
2
“What if I read it and never act?”Then you are out $97 and thirty days to change your mind. Compare that against one badly structured deal, or another year of waiting for a deposit that keeps moving.
3
“I still won’t know how to run it.”That is the most upvoted objection under every video on this subject, and it is the right one. The operator question is treated as part of diligence here, not an afterthought.
Still thinking “yeah, but…”?
Let us deal with the objection before you buy.
Can I do this myself?
You can form the entities yourself. You should not draft the trust yourself. This gives you the plan and the draft documents so your attorney reviews rather than starts from a blank page, which is considerably cheaper.
The real outcome
Protection is cheap, boring and freely available in a quiet year. In a bad year it is not available at any price.
You have spent twenty years accumulating, and roughly an afternoon thinking about what happens the day somebody comes looking for it.
The full library
You get this book — plus the rest of the library.
One book answers one part of the problem. The deal decides which part, and it usually decides late. The Wealth Vault gives you the whole stack: acquisitions, creative financing, capital, rentals, ITIN lending and startup credit.
Set Up Your Trust$97 on its own
The other five playbooksIncluded
Every template, script and worksheetIncluded
Instant digital accessIncluded
Lifetime updates on all filesIncluded
Bought separately
$796
The complete library
$19.99
One-time payment · No subscriptionFAQ
Before you buy.
Is this legal advice?
No. It is educational. Trust, entity and succession law varies by state and by your facts. Use a licensed attorney in your state before forming or transferring anything.
What if it is not for me?
Thirty-day refund, no questions asked.
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