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? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, wealth creation tips, and tax strategies from our talented team.
Here’s 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 “multi-generational wealth” –but many of their moves can be used by any family with the right knowledge. One crucial strategy is the “Dynasty Trust,” and it’s time the mystery was removed from this extremely useful tool! In this eye-opening webinar, we’ll learn about California Dynasty Trusts, how to create them, and how they can protect your heirs and descendants—preserving family wealth across generations. Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, and great-great-grandchildren for success—start your own dynasty, no matter what level of wealth you’re 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
