Madhavi Jain

(Host)

A Will Isn’t Enough: Protect What You’ve Built
and Save Six Figures in Probate Costs

You can’t time death. You can’t predict it. You’ll never feel ready but you can be prepared

Nick Buhelos

(Guest)

Protect What You’ve Built with Estate Planning
Your Will Isn’t Enough: It can lead to Six-Figure+ Probate Costs

You can’t time death. You can’t predict it. You’ll never feel ready but you can be prepared

Gregory J. Christiansen

managing partner of Guardian Law, LLC.

Madhavi Jain

Wealth Strategist, Think Outside The Stocks

Do You Believe a Will Is Enough?

Here are some of the questions you should ask yourself now!

If you don’t have a plan, do you know who the state would decide gets your assets?

Did you know a will doesn’t bypass probate, leaving your loved ones to face months of court delays and 5–10% of your estate lost to fees and taxes?

What if your will is outdated, or worse challenged?

What would happen if your kids’ inheritance ended up in the hands of a creditor or ex-spouse?

How would your blended family handle inheritance without a plan peacefully, or with conflict?

If medical bills or long-term care struck, how much of your wealth would still reach your heirs?

Are you waiting to “get around to it,” assuming you have years… when in reality, none of us know when our time will come?

What If You Could Protect Everything
You’ve Built Starting Today?

Why a will alone isn’t enough to protect your family or your legacy.

How to avoid probate entirely and keep your estate private and efficient.

The difference between a will and a trust and which one actually ensures your loved ones receive what you intend.

Revocable vs. Irrevocable Trusts: what they are, how they work, and which fits your situation best.

Proven ways to shield your children’s inheritance from lawsuits, creditors, or divorce.

The truth about long-term care planning (and how Medicaid really works).

How to minimize estate taxes so more wealth stays in your family.

The simple, actionable steps to get started today even if you feel “not ready.”

Revocable vs. Irrevocable Trusts
Learn Which One Suits you Better

Based on Decision Factions: Avoiding Probate, Privacy, Flexibility, Tax reduction, asset protection, Medicaid planning and more, learn how they withstand:

Control

Flexibility

Tax Benefits

Creditor Protection

Long Term Care Considerations

Is This You?

You’ve worked hard to build wealth but aren’t sure if it’s truly protected, you do not have a will or trust in place.

You have a will, but no trust, and wonder if that’s enough.

You’re a parent or caregiver who wants your kids’ future secured.

You own real estate or a business and want to avoid probate chaos.

You’re nearing retirement and want to transfer wealth tax-efficiently.

You’ll never feel “ready” for estate planning but your family will always be grateful you acted.

Life Is Unpredictable But Planning Isn’t

Death doesn’t send a calendar invite. We all think we have time until we don’t. The truth is, estate planning isn’t about anticipating death; it’s about eliminating uncertainty for the people you love most.

A

Future

Your family faces probate court and deals with probate attorneys, their high fees, tax loss, and emotional chaos when they are shattered by grief of losing you.

B

Future

You have an estate plans in place, that has planned transfers, your wealth transfers smoothly, privately, and exactly as you intended.

Which future will you choose for them?

Meet Your Estate Planning Guide

Gregory J. Christiansen

managing partner of Guardian Law, LLC.

Gregory J. Christiansen is the managing partner of Guardian Law, LLC. For the past 20 years, he has a national practice with prior and current cases in 23 states. Gregory’s practice focuses on regulatory practices and has assisted clients with investigations and litigation brought by the Federal Trade Commission. In addition to Mastermind Law Group’s main function assisting with estate planning and asset protection, Gregory’s practice centers on national and local Advertising and Marketing compliance and litigation. Gregory’s practice focuses on advising clients in all aspects of television advertisements, direct-to-consumer marketing, telemarketing, and e-commerce, including trial litigation, appellate litigation, alternate dispute resolution, and the assessment of potential Marketing opportunities or risks a client may face.
Gregory’s practice spans a wide range of clients and industries. He has experience litigating multi-million-dollar contract disputes, partnership dissolutions, restrictive covenant violations, and employment disagreements. He also has interacted with state and federal regulatory bodies, assisting his clients in resolving multiple state and federal regulatory actions. Gregory has extensive experience litigating complex civil and regulatory issues. Gregory currently serves as the Administrative Law Judge for six (6) cities in Utah.
Nick Buhelos, Vice President of Sales, oversees the strategy and day-to-day operations of the PRIME sales team. His primary responsibility is to ensure his team is delivering the latest and most innovative information to entrepreneurs who are just starting out, during PRIME’s one-on-one business strategy sessions. Nick oversees all training for the sales team and aligns advisors with new partners during the onboarding process. He is a master script writer and trains with his team on a weekly basis, covering various topics around LLC and Corporation formation, business tax preparation and corporate credit development.

Nick started as a Corporate Advisor in 2016 and has since helped more than 30,000 entrepreneurs structure their businesses and save big on taxes. He played a critical role in structuring the current sales process for LLC and Corporation formation and works hard to keep it fresh and up to date. Nick also leads all of PRIME’s webinars for stock traders interested in opening corporate accounts and guides them through the tax benefits.

Before PCS, Nick worked in various door-to-door and sales management roles around the country for eight years. He graduated from the University of Utah with a B.S. in Communication. In his free time, Nick loves spending time with his girlfriend and his dog – he is obsessed with all things sports, golf and being outdoors.

Nick Buhelos

Vice President of Sales,
PRIME

Madhavi Jain

Wealth Strategist,
Think Outside The Stocks

Madhavi(pronounced as Math-vee) is the President, Wealth Strategist, Fund Manager and Podcast Host at Think Outside the Stocks—a Top 3% globally ranked podcast empowering high-income professionals to build generational wealth beyond Wall Street. Her signature two-fold strategy is designed to help clients to think about growing, preserving, protecting and passing generational wealth

1. Infinite Banking – a powerful savings vehicle to unlock tax-advantaged growth and liquidity.

2. Risk-managed commercial real estate syndications – enabling passive income and portfolio diversification.

Madhavi is on a mission to change the financial trajectory of one family at a time and thousands more to go.

You’ll Never Be Ready But You Can Be Prepared

Estate planning isn’t about predicting death. It’s about protecting life the life you’ve built and the people you love. Every day you delay is another day your family’s future is left to chance.
Don’t wait for the “right time” there rarely is one.
The best estate plans are made while you still have choices.
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