How To Look Penniless In The Public Record

Today we’re diving into why it’s crucial for real estate investors, stock investors, business owners, and wealth builders to appear “penniless” in the public record.

Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here 👉 https://aba.link/i93

I’m joined by expert attorney Amanda Wynalda, Esq. who specializes in asset protection strategies for investors just like you. We’ll cover why this approach matters, how these strategies actually work, and the practical steps you can take to safeguard your assets.

Check out our playlist 👉 Asset Protection Strategies to Implement    • Asset Protection Strategies to Implement  

You’ll also learn about common misinformation circulating on social media platforms like TikTok and Instagram that could put your investments at risk.

By mastering the concept of “security through obscurity,” you can make yourself a far less appealing target for lawsuits and opportunistic attorneys.

Watch until the end to understand how to protect your real estate, business, and personal wealth from unnecessary exposure.

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Show Notes:
0:00 Intro
1:10 Why public-record exposure invites lawsuits
4:33 Get assets out of your name
5:48 Rental property asset protection
7:01 Annual filings that expose you later
8:48 Umbrella holding company strategy
11:42 Brokerage protection: Wyoming LLC
13:35 Trusts are familiar to brokerages
16:00 What shows up online when done right
19:34 “Vortex trust” = tax scam disguised as protection
23:04 Final Notes
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.

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