Cross $50M and Marcus DeVance lands in your inbox. He pitches what he calls bulletproof asset protection through a revocable trust.
He walks you through the real workflow: apply for an EIN at irs.gov, name your trust, fund it. Once set up, your Trust Account lives alongside your cash in PennyBank — sequestered but counted toward your net worth, with transfer in and out at any time.
Apply for an EIN
Real IRS workflow opens in Safari
Trust Account
Sequestered from cash, integrated into PennyBank
Stay alert
Marcus's pitch leaves things out — your inbox will explain
Phase 5 is where the game gets interesting. Marcus is partly right. He's also leaving things out. Pay attention to your inbox — sooner or later, someone else weighs in.
Without spoiling the storyline: the revocable trust Marcus pitches isn't the final form. Eleanor Chen turns up later with a correction. Until then, treat the trust as protection from some threats, not all.