Wealth transfer using Dynasty Trusts can preserve family wealth across generations! Dynasty Trusts are essentially irrevocable trust asset protection! Do you plan on leaving an inheritance and need to explore heritage wealth planning? đ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, wealth creation tips, and tax strategies from our talented team.
Hereâs a shocking statistic: No less than 70% of inheritances of any size are lost by the second generation, and a whopping 90% are gone by the third generation. Knowing this, the ultra-wealthy have learned to plan for âmulti-generational wealthâ âbut many of their moves can be used by any family with the right knowledge. One crucial strategy is the âDynasty Trust,â and itâs time the mystery was removed from this extremely useful tool! In this eye-opening webinar, weâll learn about California Dynasty Trusts, how to create them, and how they can protect your heirs and descendantsâpreserving family wealth across generations. Donât miss this webinar on how to set up your children, grandchildren, great-grandchildren, and great-great-grandchildren for successâstart your own dynasty, no matter what level of wealth youâre at!
00:00 Dynasty Trusts: Not Just for the Super Rich! 02:38 What is a Dynasty Trust? 07:18 Who Needs a Dynasty Trust? 12:16 Dynasty Trusts 27:20 Tax Benefits of Dynasty Trusts 39:06 Contact Us
