Kevin Andersen

Finance & Restaurants are my thing. Founder of Trend Kitchen, Ember & Oak, CARTE Blanche Catering & Events, and Oakstone Financial.

[Kevin Andersen @KevinOAndersen]

@elonmusk Best $100 a month I’ve ever spent

[Kevin Andersen @KevinOAndersen]

@harpriiya I’m thinking of applying, would love to dm you, but I don’t have premium on my personal account

[Kevin Andersen @KevinOAndersen]

@RKRigney @speedrun Infrastructure layer 4 global food economy. A verticalized creator platform 4 food combining TikTok-style feed w/ built-in monetization through subscriptions/paid content/direct fan engagement. Platform expands into full ecosystem (marketplace/hiring/streaming/financial tools)

[Kevin Andersen @KevinOAndersen]

@DarrelFrater DM

[Kevin Andersen @KevinOAndersen]

@_onlyscott Diogo Dalot

[Kevin Andersen @KevinOAndersen]

@CraigBrockie GUIDE

[Brennan Schlagbaum, CPA @Budgetdog_]

If you die without a plan...

- The government takes 40% in tax
- Probate court costs $100k+
- Your kids get the scraps

If you love your family, here's every document you need to protect them:

(from a CPA & father of two)

1) Emergency Access List

This should include:

-> All bank account numbers
-> Investment account logins
-> Life insurance policies
-> 401k/IRA beneficiaries
-> Safe deposit box location
-> Password manager master code

Keep a digital & physical version for safety...

And make sure your spouse has access.

2) Legal Documents

-> Will (name guardians for kids)
-> Durable Power of Attorney
-> Healthcare Power of Attorney
-> Living Will/Healthcare Directive

Setting all of this up costs about $500...

($1,500 with an attorney)

But without them, the state decides everything.

3) Money Protection

Your family will need time to mourn.

Make sure they can do it without going broke:

-> Term life insurance (10x income)
-> Emergency fund (6-12 mo in a HYSA)
-> Retirement accounts with spouse access

4) The "First 48 Hours" Sheet

Write down clear instructions for your family:

Call this attorney: [Name/Number]
Call this CPA: [Name/Number]
File life insurance claim here: [Details]
Don't touch investments for 6 months
All bills are on autopay from [Account]

Grief destroys decision making.

This protects them.

5) Business Owner Addition

If you have a business, set up:

-> Buy sell agreements
-> Key person insurance
-> Business succession plan
-> Separate LLC owned by trust

If your company can't survive without you...

It's a 9-5 with extra steps.

6) Trust Setup

A proper trust can save your family $400k+ in probate costs.

But 90% of them are set up wrong:

-> Assets never get transferred in
-> Beneficiaries aren't updated
-> Pour-over will is missing

Here's how to fix that:

"Bulletproof" Trust System:

1) Revocable Living Trust
-> Avoids probate completely
-> Keeps finances private
-> Protects kids' inheritance

2) Pour-Over Will
-> Catches forgotten assets

3) Guardian Designation
-> Who raises your kids
-> How they get paid

Setting this up takes a weekend...

But ignoring it could cost your family everything.

So start before you're ready...

Because no one plans on dying.

Hope this helps!

Share with your spouse if you want to set this up...

And follow me for more 🤝🏻

[Kevin Andersen @KevinOAndersen]

@goldensurferx I sent you an email responding to your ad

[James Clift @jamesclift]

Introducing Discoverability by Durable.

The first GEO product that gets small businesses found on ChatGPT, Gemini, and Claude.

We’ve seen brand new businesses go from 0 to dominating their market in WEEKS with Discoverability.

The first 50 to RT + comment “Durable” get free access.

[Kevin Andersen @KevinOAndersen]

@jamesclift Durable

[Kevin Andersen @KevinOAndersen]

@aschwags3 GA

[Kevin Andersen @KevinOAndersen]

@guilleflorvs @deel PITCH

[Kevin Andersen @KevinOAndersen]

@matt_gray_ CLONE

[Kevin Andersen @KevinOAndersen]

@anvisha https://t.co/pN6tLj5GRu

[Kevin Andersen @KevinOAndersen]

@anvisha @OakstoneLife is a financial advising firm that positions life insurance to mitigate risk in your portfolio

[Nicole @madebycol]

This is how I got 1M users in 6 months

Finally dropping it! It's 60 pages lol
https://t.co/2qcH9lsUOM

If you repost & follow, I'll send you some extra sauce🌶️

[Anvisha @anvisha]

We raised $7.5M to kill AI slop.

Introducing Moda: the world's first design agent with taste.

RT+ comment “Moda” and we’ll design your brand for FREE.

[Kevin Andersen @KevinOAndersen]

@VadimStrizheus Clip

[Kevin Andersen @KevinOAndersen]

@LeadpoetAI Poet