Who manages your money if you can't?

Video Description

This video explains managing finances can become difficult due to health or cognitive issues. This video explains how setting up a living trust ensures that someone you trust can step in to handle your financial matters when you can’t. It’s a smart way to protect your income, bills, and property while keeping everything running smoothly. 💰 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/