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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
Episodes
Sunday Jan 21, 2024
Sunday Jan 21, 2024
Explore how trusts can provide tax efficiency by shifting income to beneficiaries in lower tax brackets! It’s a hidden gem with many benefits. Picture this: owning assets that push you into higher tax brackets. The remedy? Establish a trust, strategically designate family beneficiaries, and watch your tax burden decrease by shifting income to beneficiaries in lower tax brackets. And of course, you get additional benefits like estate planning and asset protection. Discover the full spectrum of trust benefits in my Trusts & Foundations Guide, available for download. Subscribe for more insights and let's navigate tax efficiency together!
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