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The Trust Fund Baby Podcast is happening in 5 days
Set Up My First Ever Family Trust
Process was done from start to finish in 90 minutes, and it would’ve been done way faster if I didn’t ask so many damn questions. 😅 DJ walked me through step by step and guided me in a way that can set my family trust up in the most beneficial way for my family’s particular situation. Keep in mind, I don’t come from money and my family much less, so putting all this proper business and law stuff into practice is completely new to me. He not only explained it in the most basic terms, but actually explained the differences between setting things up one way vs another in a very straightforward way. My family was working with a lawyer before to structure this trust and not only was it taking months to finish, but this lawyer really did not give us any advice about how structuring the trust this way means _______ while structuring it that way can mean _______. This was AFTER paying him thousands of dollars for that and other services. I was days away from setting up a revocable trust under my mother’s name and social security number, which would have been DISASTROUS in terms of asset protection and taxation purposes. But not a peep about that was mentioned by this lawyer until a specifically asked him about this, and the answer was vague and not really tailored to my situation. And when I asked him about how taxation would work, he said he’s not a tax lawyer 🤷🏽‍♂️ DJ sent me a link by 4pm. By 5:30, I already had a tracking number for my family trust being mailed to me. Again, I was the one making it take that long; I’m sure it would’ve been done way sooner. Nonetheless, I appreciate his willingness to answer my questions and share what he knows with me while applying it to my family’s current situation. I walked away from the experience feeling so much more at ease and assured that I was taking the correct BIG STEP into securing my family’s financial future. I feel very privileged in working with DJ as a mentee and look forward to learning and expanding more through this journey in the proper, most constructive way I can.
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Family Trust
Thanks DJ Bey! I got my Family Trust Account with Navy Federal in 3 days ! No hassle! I appreciate you!
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Tonight's Class
🔥🔥🔥🔥🔥 left with a greater perspective and as always this was in alignment with my journey. Appreciate the wisdom.
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🚨Do not Detain
Testimony Time: Back in 2019 I requested the Do not detain service from DJ and Co. for business related reasons. I have since then moved to a different state and operate in multiple other business capacities. I completely forgot that I obtained this service. Unfortunately, I’ve been pulled over 3x in 2 different states in the past 18 months & all 3x I was let go with a warning. The thing that stood out to me was that 2 of the 3 (1st and the 3rd) officers announced that they were going to let me go before they saw my license. I thought the first was just being nice (I had just ran a stop sign) and i assumed the other let me go because of my children being in the car (I was going 6miles over the limit) but when I reflected on the verbiage they used when approaching my vehicle I realized that they made the decision to let me go before even getting to me. It was literally the first thing they said before even telling me why they pulled me over. One glance at my license and I was free to go ticket free. I saw an advertisement for the service and it dawned on me that I had benefited multiple times from this service. Definitely worth the investment and now that my son is of age he’ll be getting this protection as well. Trust Fund Baby for the win again 🔒
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New comment Oct 4
Testimony moment
I've been in a private credit class for a while and 2 days ago I decided to renegotiate my contract with Verizon over the phone and my full bill was pretty much taking care of $138 renegotiated over the phone and the lady said that they honored everything that I said and I don't have to pay a phone bill anymore
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New comment Sep 28
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Trust Fund Baby
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Elevate your approach to trust administration, wealth planning, and business development, to secure and grow your legacy.
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