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Mar 29, 2023

In this episode, Jake and Gino talk with Jason Zundel, an asset protection and estate planning attorney with Anderson Business Advisors, who shares his background and how he got started in the business. Jason provides valuable insights on the common mistakes business owners make in their estate planning and how to prevent these issues early on. 

One of the key takeaways is the importance of asset protection, which can save you from catastrophic liability in market down turn. If you have a home or a child, it's absolutely vital to have a living trust, which is a part of the estate planning portfolio provided by Anderson Business Advisors. Jason explains how probate is a billion-dollar industry, and why it's essential to avoid it through proper estate planning. He shares the minimum components of an estate planning portfolio which can enable a business owner to leave a legacy behind. 

Key Moments:

00:00 Intro

02:46 Mistakes business owners make and what they can do to avoid probate

05:19 How can business owners protect themselves early? Get it in writing!

07:20 Holding cash vs leveraging a whole life policy as a cash management tool

11:00 Estate planning as a vital asset protection structure

15:30 First steps to estate planning

19:27 Who is the victim of over-reaching bureaucracy?

25:48 How to ensure what you have worked so hard for stays yours


Connect with Jason:



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About The 100 Year Real Estate Investor       The Whole Life Insurance Policies offered by the 100 Year Real Estate Investor are specially-designed. This means they work harder toward achieving your financial objectives, no matter what they may be. Check out this blog for 7 facts about our specially-designed strategies that may not be true about typical whole life policies: 

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The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Jake and Gino are not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle.