How the Rich Secure Their Money & Pass Down Wealth | High Net-Worth Estate Planning Strategies

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0:00 - Intro & Overview
4:00 - Start of Presentation: How to Protect & Pass Down Wealth
9:24 - What's the Estate Tax for Individuals & Couples
12:48 - Why You Should Want to Act Now!
17:21 - SLAT (Spousal Lifetime Access Trust) Explained
27:15 - Estate Plan Case Study
31:14 - The Importance of Life Insurance with Trusts
35:28 - Top Life Insurance Benefits
38:52 - Two More Case Studies
51:13 - Summary of most important points

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*This video is for entertainment purposes only and is not financial or legal advice.

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