Speaker at the UN, financial advisor coach, creator of a tech-assisted living trust for special needs families.
I show all individuals & families how to keep their kids, their stuff & their crypto currency out of Probate Court. I train advisors to transform their practices doing the same b/c I'm passionate ❤️ that no child suffer probate guardianship, becoming a ward of the court. I show Special Needs families how their child can benefit from their inheritance 💰 w/o losing SSI.
I am the Creator of a Special Needs Trust delivered virtually in all 50 states with a Titan in the trust industry.
🔒Keep your kids & crypto out of probate!
😮This is NOT your daddy’s trust!
💥Creator of UniversalGuardianTrust
💪🏼Speaker at the UN
🎁 Scholarships for Special Needs Trusts
🎤 Train Financial Advisors on estate planning
🎙Host of Special Needs Summit
🎙 Keynote speaker
🎤 Wills, Trusts & Probate education
🌋 Entrepreneur
🎓 Stage to Scale w/ Pete Vargas
Using updates to trust laws & advances in technology, I help families get fully-customized living trusts that are more affordable & implemented virtually.
Connect with me! Protected families.INFO
[email protected]
Special thanks to PETE VARGAS & his Big Hairy Audacious Goal to get my message on stage b/c my message matters! Book me for a presentation!
Invited by: Lisa Cassaro
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Day | Followers | Gain | % Gain |
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April 20, 2024 | 89 | 0 | 0.0% |
June 23, 2023 | 89 | +13 | +17.2% |
October 25, 2022 | 76 | +2 | +2.8% |
August 23, 2022 | 74 | -1 | -1.4% |
May 14, 2022 | 75 | +1 | +1.4% |
April 06, 2022 | 74 | +2 | +2.8% |
March 15, 2022 | 72 | +3 | +4.4% |
January 17, 2022 | 69 | +3 | +4.6% |
December 10, 2021 | 66 | +1 | +1.6% |
September 25, 2021 | 65 | +4 | +6.6% |