Скачать или смотреть Crypto Wealth Protection: LLC vs Trust - Part 2

Digital Asset Planning for Families: When to Set Up LLCs, Trusts, and Foundations
In this second video of our series on proactive digital asset planning, we explore strategies for families looking to maximize their crypto investments while balancing charitable goals, business aspirations, and family needs.
Following a 45-year-old married couple from Georgia with three children and $150,000 in digital assets (half in an IRA), we examine:

LLC vs. trust considerations for families in moderate tax states
Smart strategies for managing appreciated crypto when you have philanthropic goals
Tax-efficient methods to donate digital assets (up to 60% of AGI for public charities)
When it makes sense to wait for price appreciation before creating entities
Balancing mortgage payoff decisions (even at favorable 3% rates)
Setting up private foundations vs. public charities for family involvement
Creating tax-advantaged passive income streams while funding children's education

Learn whether your family should establish financial structures before or after crypto price appreciation, depending on your unique financial situation and long-term objectives.

VIDEO CHAPTERS:

00:00:00 - Understanding Proactive Digital Asset Management
00:00:55 - Financial Planning for Families in Georgia
00:02:09 - Investing in Digital Assets and IRAs
00:03:11 - Asset Protection with LLCs and Trusts
00:04:11 - Creating Passive Income through Investments
00:05:16 - Trust Benefits for Families with Special Needs
00:06:10 - Charitable Remainder Trust Tax Benefits
00:07:07 - Setting Up Foundations vs. Charities
00:08:19 - Offsetting Taxable Income with Donations
00:09:20 - Managing Debt and Mortgage Payments
00:10:21 - Maximizing Investment Returns Over Time
00:11:21 - Philanthropic Interests and Price Appreciation
00:12:20 - Long-term Goals and Financial Strategies