The Keenan Roberts Advantage

The Truth About State-Approved Wealth Planning

What your attorney won’t tell you could cost you your legacy. In this explosive episode of The Keenan Roberts Advantage, we expose the hidden risks behind statutory trusts—the state-approved estate planning structures that high-net-worth families are told to trust… but that often leave them exposed, overtaxed, and powerless. Keenan breaks down: * Why “favorable” trust jurisdictions still require state permission—and what that really means * The truth about domestic asset protection trusts (DAPTs) and the illusion of asset protection * How statutory law silently strips you of control * Why private contract trusts are the solution the wealthy don't advertise—and how to reclaim control of your wealth Whether you're building wealth for the first time or stewarding a multi-generational legacy, this episode will make you rethink everything you've been told about "legal" estate planning. 🎙️ Listen now to discover why state-approved wealth planning might be the most dangerous trap in your entire financial plan.

How to Structure a Trust for Life Insurance the Right Way

Most people think life insurance is just a death benefit. But in this episode, we flip the script. Kenan Roberts dives into how to use life insurance and trusts together to protect your wealth, preserve control, and create strategic liquidity—without triggering estate taxes, probate, or financial chaos. Learn why the traditional Irrevocable Life Insurance Trust (ILIT) structure may not serve your best interests, and discover how to maintain control without being the grantor. You’ll hear: * The two ways trusts and life insurance work together * How to create tax-efficient liquidity inside a trust * What most estate planners get wrong about ILITs * Why control without ownership is the ultimate strategy * How to avoid leaving your heirs a mess instead of a mission This episode is for wealth builders, business owners, and legacy-minded families who want more than just protection—they want power, privacy, and generational continuity.

How a Simple Will Could Cost Your Family Everything

🎙️ Episode Title: How a Simple Will Could Cost Your Family Everything 📌 Description: Think a will is enough to protect your family and assets? Think again. In this powerful episode of The Keenan Roberts Advantage, Keenan breaks down why relying on a will alone could leave your loved ones vulnerable to probate delays, unexpected legal costs, public exposure, and even identity theft. Discover how a properly structured trust can help you avoid court, preserve your privacy, and pass on wealth the smart way. ✅ Learn the real cost of probate ✅ Understand the limitations of wills ✅ Discover how trusts provide privacy, control, and protection ✅ Why incapacity planning matters more than you think ✅ How to set up your legacy with clarity—not chaos If you're serious about protecting your family's future, this is an episode you can’t afford to skip. 🔔 Don’t forget to like, subscribe, and share with someone who needs this!

How to Protect Your Business & Family Wealth in 2025

In 2025, asset protection isn’t optional—it’s a necessity. Lawsuits, estate taxes, and IRS audits are increasing, and business owners who don’t plan ahead risk losing everything. In this episode of The Keenan Roberts Advantage, we break down the top risks you need to know and the best strategies to safeguard your wealth. 🔹 Lawsuits & Liability: Why 90% of small businesses will face a lawsuit 🔹 Estate Taxes & IRS Crackdowns: How the 2026 tax changes could impact your business 🔹 LLC & Corporate Veil Risks: Why your personal assets may still be exposed 🔹 Irrevocable Trusts & Asset Protection Strategies: How to keep what you’ve built secure 🔹 The 2025 Business Owner’s Playbook: Step-by-step tactics to create an ironclad defense

How A Trust Strategy Can Keep Wealth in the Family for Generations

Episode 2: How A Trust Strategy Can Keep Wealth in the Family for Generations Most business owners think transferring wealth means selling assets to the next generation, but what if there was a smarter way? In this episode of The Keenan Roberts Advantage, I break down how the wealthy structure their trusts to keep wealth in the family for generations—without triggering taxes, exposing assets to creditors, or dealing with unnecessary government red tape. I also share my personal journey—Plus, I answer a listener’s question on Domestic Asset Protection Trusts and why they might not be the best solution. I also introduce you to one of the most powerful succession planning strategies—The Trustee Transfer. This is how billionaires like the Rockefellers have protected their assets for over a century. If you’re a business owner, investor, or anyone serious about keeping wealth in the family, this episode is a must-listen. 🔹 Key Topics Covered: ✅ The truth about LLCs, trusts, and real asset protection ✅ Why selling a business to your kids could be a costly mistake ✅ The Trustee Transfer Strategy—how to pass down control without losing wealth ✅ How billionaires use trusts to protect their legacies for generations ✅ Why Domestic Asset Protection Trusts might not be the best choice