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!
Inheritance STRATEGIES for Your Wealthy Children
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to protect the next generation!