We specialize in and primarily focus on irrevocable trusts, as this is where all the benefits lie.

• Absolutely, faith-based trusts can support charitable causes, providing tax advantages while maintaining your organization's integrity and financial sustainability.

• Our investment strategies encompass various options, from index universal life insurance, Whole life insurance, index funds, and stock investments to ventures like cryptocurrency, and trading, with a primary focus on insurance.

•  We help create a legacy plan by structuring trusts, enabling smooth wealth transfer, and crafting personalized and unique  strategies to facilitate generational wealth, ensuring your values and assets are preserved for years to come..

Getting started is simple! Reach out to us through any of our platforms or contact options. Whether you prefer a call, email, or messaging us on social media, our team is ready to guide you through the process.

Yes, we offer a free consultation tailored to your needs. These sessions cover an in-depth analysis of your financial goals, asset protection strategies, and legacy planning options.

Yes, anything that would be inspired under normal circumstances will continue to be insured. It qualify as a trust expense.

In this scenario the trust will pay for every expense outside of entertainment for the life of the person. Food, clothes, assistance, rehabilitation, health visits etc.

The Short answer is no. It can have a professional agreement with a company and it can own assets and lease them to that company and it can also sell assets both tangible and not.

It can pay for anything that is related to an asset that it owns. It can pay for everything for the beneficiary with the exception of FOOD, FUN, FASHION for beneficiaries over 21 years old. It can pay for education, health, wellness, insurance. 

Very simple what you want to do is let the trust take your place. Limited partnership is considered passive income which is not taxable under IRC 643B. 

YES! Absolutely it can work for you. The biggest challenge for 1099s is they may not have any deductions, there are multiple ways to go about this but one easy way is through making the trust a silent partner in your LLC and sharing profits. In some instances the trust can also be 1099 directly. 

The short answer is no. If you want to just move money you cannot. The best way to do this would be to move this product into an annuity that is tied to life insurance and an infinite banking policy.

The Trust is the answer you have been looking for. The key is you want to have the trust own the brokerage. Now those profits will have to be allocated to the corpus in accordance with the tax code but it will be a much better deal for you in the long run. 

That's a great question, in general CPAs and Attorneys are very regimented on what they know and what process they use and they will most often stick to that process. If it's outside their scope they don't typically worry about it. Additionally the vast majority of CPAs and Attorneys don't deal with trust in general and the ones that do stick to the easy stuff like revocable living trusts. Or you will say it's a non grantor irrevocable trust and they will start saying well the way i do a non grantor trust is like this, this, and this. You'll say it's a complex, discretionary, spendthrift trust, and they say ohh be careful with that be careful with that because they don't know what it is and do not want to look less intelligent than you. The truth is they are licensed and they should know but they don't. Or in some cases they will misinterpret because they just don't know. This often leads to a very negative reaction from them and fear that they may lose a client because they failed to provide their client with the best information possible.

The trust can exist in theory forever, it will just need to be renewed every 21 years. There will be a from you as the trustee  will simply get notarized and add to the trust book. 

Not in the same manner as a 1099, charitable contributions can be made to the ministry trust, but if you are making less than around 80,000 it will not do very much for you. 

It's very simple if it is real estate, you will have a bill of sale or quitclaim deed and an assignment of note. Meaning the trust is obligated to make those payments. 

You don't need to depreciate assets because the trust itself is already taking care of the taxes. Outside it's virtually the same thing. 

You will simply take your Certificate of trust and EIN to the bank and open a personal trust account. Wells Fargo has the simplest process and will open accounts the same day. Many other banks will require a copy of your trustbook and may also require their legal department to review all of your documents. Additionally they can be opened as unincorporated business accounts at most banks.

No, you can be one or the other. 

Yes, but if you choose to do that, you will have to assign one trustee as the compliance overseer that will ultimately make decisions since this is a discretionary trust.

Your successor trustee will take over your role as trustee. This may be a spouse, child, friend, or anyone else you deem appropriate for the job. (not the grantor)

No, they do the job of settling the trust and then resign. 

Yes, they only need to get an ETIN and it will be no problem. 

No, the trust can be dissolved at any time. Irrevocable simply means assets must be sold into and sold out of the trust. 

No, there are multiple tax strategies you can use with our trusts, the irc 643 strategy is perhaps the most advantageous but none the less, any other tax strategy that is applicable to irrevocable trusts works just fine. This is why we have an accountant, so your strategy can be fully customized to your specific application and needs. 

Absolutely. Client confidentiality is paramount to us. We adhere to strict confidentiality standards to safeguard your personal and financial information.

The benefits of our services vary based on individual circumstances. However, we strive to implement effective strategies promptly, aiming to optimize financial growth and asset protection for our clients. In terms of fulfillment it takes less than 14 days to get your trust setup and operational.

These strategies demand a level of commitment, specialized knowledge, and guidance that aren't always readily available or easily accessible. Moreover, there might be misconceptions or lack of awareness about the significant advantages these approaches offer. At Xodus, our mission is to demystify and simplify these processes, making them accessible and understandable for individuals seeking to safeguard their assets and build a lasting legacy.

Yes, trusts can provide a significant level of protection against creditors and legal claims. By placing assets in a trust, they are often shielded from such claims, safeguarding your wealth and providing peace of mind

The main difference between revocable and irrevocable trusts lies in the level of control and flexibility. Irrevocable trusts provide the  greatest amount of protection and control while revocable trusts act as an upgraded version of a will.

Life insurance plays a crucial role in estate planning by providing liquidity to cover estate taxes, debts, Investments, future insurance policies, and other expenses. Additionally, certain life insurance policies offer asset protection benefits, further enhancing your overall wealth management strategy and will fund the trust with additional capital as every generation passes.

Trusts require ongoing management and periodic reviews to ensure they continue to meet your objectives and remain aligned with changing circumstances. Xodus provides comprehensive trust administration services, including asset management, tax compliance, and beneficiary distributions, to ensure your trust functions smoothly and effectively over time