Estate planning isn’t optional—it’s inevitable. In this comprehensive presentation, R. Kenner French makes one thing unmistakably clear: everyone is going to die, but not everyone prepares wisely. Estate planning is about more than documents—it’s about protecting heirs, minimizing taxes, avoiding chaos, and ensuring your life’s work is distributed exactly as you intend. Waiting too long often leads to probate, public exposure of assets, family conflict, and unnecessary tax burdens that could have been avoided with proper planning.

Kenner explains estate planning in practical, human terms, breaking down what an estate truly includes—from real property and businesses to investments and personal assets. He clarifies essential roles such as beneficiaries, trustees, grantors, and executors, while emphasizing how probate exposes estates to delays, legal costs, and public scrutiny. A will alone, he stresses, is not enough—it cannot avoid probate, protect privacy, or provide the level of tax efficiency that most high-net-worth families need.

Trusts take center stage as the cornerstone of smart estate planning. Kenner highlights powerful strategies like credit shelter trusts and bypass trusts, which can legally shield assets from estate taxes when structured properly and established early enough to meet IRS rules.

Tax efficiency is a recurring theme throughout the discussion. Kenner explains estate taxes, inheritance taxes, and how gross and net estate values are calculated—factoring in debts, expenses, and administrative costs. Life insurance is presented as a strategic tool, especially for larger estates, with a breakdown of survivorship policies, first-to-die policies, and advanced structures like ILITs that can remove insurance proceeds from taxable estates altogether.

Charitable planning and advanced strategies round out the conversation. Charitable remainder trusts and charitable lead trusts are explored as options for charitably inclined individuals who also want income, capital gains relief, or tax deductions. Kenner emphasizes that charitable trusts should be driven by genuine philanthropic intent—not just tax avoidance—while still acknowledging their powerful financial benefits when used correctly. The core message is simple but urgent: act now, not later. Through VastSolutionsGroup.com and the newly merged Vast Asset Defense team, Kenner offers a true one-stop shop—integrating tax strategy, finance, AI, asset protection, and estate planning under one roof.

Takeaways

• Estate planning is essential for everyone, especially as we age.

• The goals of estate planning include minimizing confusion and taxes.

• Wills do not avoid probate and can expose assets to public scrutiny.

• Regular updates to estate plans are crucial, ideally every three to five years.

• Trusts can provide significant tax benefits and protect assets.

• Estate taxes can significantly impact the distribution of wealth.

• Life insurance plays a vital role in estate planning and tax reduction.

• Choosing beneficiaries requires careful consideration to avoid complications.

• Planning early can optimize the amount passed to heirs.

• Consulting with professionals is key to effective estate planning.

Sound Bites

• Do estate planning before it's too late.

• A will cannot avoid probate.

• Choosing beneficiaries can be tricky.

Listen & Subscribe for More:

🎧 The Vast Voice Podcast → Available on Spotify & Apple Podcasts

▶️ Subscribe on YouTube (@VastSolutionsGroup.com) for expert insights 🚀

📚 Don’t miss Modern Millions by R. Kenner French – the #1 BEST SELLING Amazon book (Entrepreneurship category) 👉 ModernMillions.ai

📚 Amazon Top Selling Author→ https://www.amazon.com/dp/B0FHBS32LG

Got Questions? Reach Us Anytime:

🌐 VastSolutionsGroup.com

📞 415-212-8189

📧 info@vastsolutionsgroup.com

🕗 Monday–Thursday | 8:00 AM – 5:00 PM (Pacific)

🙏 Thank you for listening & supporting!

Jason Hackett (former McKinsey, marketing + customer experience expert) joins R. Kenner French for a fast, no-fluff conversation on how to grow a business by focusing less on the business owner and more on the customer. His #1 advice for solopreneurs and big companies: remove ego from the equation. Treat the customer as the real boss, and lead with what can be given—value first—before expecting anything in return.

They connect this idea to Kenner’s community at VastSolutionsGroup.com. Jason explains that a community’s business upside should be treated as a dividend, not the main goal. The main goal must be consistent value delivery—useful information, real help, and a reason for members to keep showing up. The takeaway: stop trying to “extract” from the community and start building something people would gladly stay in because it genuinely helps them.

When Kenner asks how to boost engagement (since the community is still new and quiet), Jason offers three practical plays: (1) create “tentpole” events that pull attention (big-name guests, even if not scalable), (2) run meaningful AMAs on high-interest topics (tax strategies, AI infrastructure, business-building questions), and (3) the most scalable option—let community members lead. Community is not one-to-many broadcasting; it’s peer-to-peer. Bring members in to share, teach, and answer questions so the group becomes a real resource network.

They also talk about marketing for real estate agents and why “property features” aren’t the real message—real estate is an enabler, not the end goal. For commercial, agents should focus on the client’s business outcomes and how real estate strategy can minimize costs and prevent the “biggest albatross” on the P&L from crushing a business. For residential, it’s about lifestyle fit—helping families choose what supports real life goals, not just the biggest house or the flashiest location.

The conversation shifts to SEO vs. AEO (Ask Engine Optimization). AEO is framed as the natural evolution as people move from search boxes to asking nuanced questions in ChatGPT/Claude/Perplexity. The warning: don’t abandon SEO overnight—build the AEO muscle gradually, measure results, and scale it over time. The clean framework they land on is simple and memorable: Social media gets attention, community turns attention into intention, and live events convert intention into execution and retention.

Takeaways

•Take the 'I' out of the equation; focus on the customer.

• Community engagement should be about adding value.

• Real estate should be viewed as an enabling function.

• Building connections within a community is vital.

• Social media is essential for gaining attention.

• Live events are crucial for converting interest into action.

• Transparency in collaboration fosters trust among agents.

• AEO is the future of digital marketing.

• Business owners should allocate time to learn new marketing strategies.

• Attention is the new currency in business.

Sound Bites

• Real estate is an enabling function.

• The new currency is attention.

• Social media gets your attention.

Listen & Subscribe for More:

🎧 The Vast Voice Podcast → Available on Spotify & Apple Podcasts

▶️ Subscribe on YouTube (@VastSolutionsGroup.com) for expert insights 🚀

📚 Don’t miss Modern Millions by R. Kenner French – the #1 BEST SELLING Amazon book (Entrepreneurship category) 👉 ModernMillions.ai

📚 Amazon Top Selling Author→ https://www.amazon.com/dp/B0FHBS32LG

Got Questions? Reach Us Anytime:

🌐 VastSolutionsGroup.com

📞 415-212-8189

📧 info@vastsolutionsgroup.com

🕗 Monday–Thursday | 8:00 AM – 5:00 PM (Pacific)

🙏 Thank you for listening & supporting!

Cost segregation is one of the most powerful yet misunderstood tax strategies available to real estate investors today. In this presentation, R. Kenner French explains how cost segregation and bonus depreciation allow investors to legally lower their tax liability by accelerating depreciation on certain components of a property. Instead of spreading deductions over decades, investors can unlock significant tax savings earlier—often creating immediate cash-flow benefits.

Using a simple and memorable analogy, Kenner explains depreciation as the government recognizing that some assets lose value faster than others. When value declines quickly, the IRS allows larger deductions sooner, effectively returning money to the property owner in the form of reduced taxes. This same concept applies to real estate assets when components like appliances, machinery, and certain building elements are reclassified through a cost segregation study.

The presentation emphasizes that cost segregation is not a standalone tactic but a strategic part of a comprehensive tax plan. When used correctly and aligned with forward-looking tax projections, it can dramatically improve financial performance for both residential and commercial real estate investors. However, when applied incorrectly or without coordination with an overall tax strategy, it can create inefficiencies or missed opportunities.

Kenner also highlights how artificial intelligence is transforming cost segregation and tax planning. By leveraging AI-driven models, firms can improve accuracy, reduce costs, and identify depreciable assets more efficiently. This technological edge allows for better projections, faster analysis, and greater accessibility for investors who want smarter, data-driven tax solutions rather than reactive, backward-looking tax preparation.

Ultimately, cost segregation is presented as a proactive wealth-building tool—not just a tax deduction. When paired with experienced professionals, proper documentation, and modern technology, it can help investors reduce their largest expense—taxes—while reinvesting savings into future growth. For real estate investors focused on long-term strategy, cost segregation remains one of the most effective legal methods to optimize cash flow and financial outcomes.

Takeaways

• Cost segregation studies can significantly lower tax liabilities for real estate investors.

• Understanding depreciation is crucial for maximizing tax benefits.

• Proactive tax planning is essential to avoid unexpected liabilities.

• Choosing the right cost segregation advisor can impact financial outcomes.

• Artificial intelligence is transforming tax planning and cost segregation processes.

• Residential investors can also benefit from cost segregation strategies.

• Documentation and proper asset classification are vital for successful cost segregation.

• Tax policies and compliance requirements are constantly evolving.

• Cost segregation should be integrated into an overall tax strategy.

• Investors should be aware of potential pitfalls in cost segregation studies.

Sound Bites

• Cost segregation is a powerful tool.

• You have to do proactive planning.

• Cost seg is strategic tax planning.

Listen & Subscribe for More:

🎧 The Vast Voice Podcast → Available on Spotify & Apple Podcasts

▶️ Subscribe on YouTube (@VastSolutionsGroup.com) for expert insights 🚀

📚 Don’t miss Modern Millions by R. Kenner French – the #1 BEST SELLING Amazon book (Entrepreneurship category) 👉 ModernMillions.ai

📚 Amazon Top Selling Author→ https://www.amazon.com/dp/B0FHBS32LG

Got Questions? Reach Us Anytime:

🌐 VastSolutionsGroup.com

📞 415-212-8189

📧 info@vastsolutionsgroup.com

🕗 Monday–Thursday | 8:00 AM – 5:00 PM (Pacific)

🙏 Thank you for listening & supporting!