Feb 28 2025 1 mins
What if you could pass down your wealth without the IRS taking a huge bite? 🤔 In this episode, Brett Swarts breaks down next-level estate planning, trust strategies, and tax loopholes that high-net-worth investors use to keep their assets intact for future generations.
We get into the power of time in investing, the hidden estate tax traps that could cost millions, and how tools like the Deferred Sales Trust (DST 2.0) can help eliminate estate taxes and protect your legacy. 🏡💰 Ever watched Yellowstone? Think of it like that—except you can actually plan ahead instead of scrambling when it’s too late. 👀🔥
If you (or someone you know) has built a solid portfolio, don’t let bad planning undo it all. This conversation is a must-listen for investors thinking long-term! 🎧
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Thank you to all of our listeners!!! We would love to hear from you!!!
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