Living Trust = Control Over Your Legacy

This video explains how a living trust allows you to control when and how your heirs receive their inheritance. You’ll learn how to set conditions, such as age requirements or milestones like graduation or starting a business. By guiding distributions, a living trust helps prevent poor financial decisions and ensures your legacy is protected.

💰 Ready to save THOUSANDS in taxes? Enroll in my course here 👉 https://navimarajcpa.com/

If you're new to my channel, I’m Navi Maraj — a former banker and auditor turned small-business tax strategist. I help entrepreneurs save thousands in taxes with simple, proven strategies. (Check out my course if you're curious to know the exact system I teach.)

My Background & How I Got Here
‣ Earned a Bachelor’s degree in Business Management
‣ First Career: Business Banker at Wells Fargo and JPMorgan Chase
‣ Earned a Master’s degree in Accounting
‣ Second Career: Auditor at Deloitte
‣ Got an interview for my “dream job,” but turned it down—I knew I’d hate it in 3 years
‣ Took a leap of faith and started my own CPA Firm
‣ Saw firsthand how often entrepreneurs overpay in taxes—or make mistakes that lead to bigger problems.
‣ Started creating content on social media to share practical tax strategies
‣ Demand for my services soon outweighed what I could personally deliver
‣ Determined to deliver clarity and results at scale, I created a course that simplifies business tax for real-world use—already helping students save thousands (like Daniela saving $30K+, Jeff $25K+, and Valerie $10K+ annually).

What You’ll Find Here:
‣ Actionable tax strategies you can implement today
‣ Easy-to-understand explanations of legal entities, deductions, retirement contributions, and more
‣ Real-world examples and course previews of exactly how I teach business owners to keep more money

My Goal:
‣ Make tax savings simple, transparent, and accessible.

Want to Go Deeper?:
Check out my course that guides you step-by-step—from tax basics to real savings (often over $7K–$19K per year, depending on your business).

👉 https://navimarajcpa.com/

Видео Living Trust = Control Over Your Legacy канала Navi Maraj, CPA