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The 3 Most Limiting Legacy Myths

Published on Dec 16, 2020

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PRESENTATION OUTLINE

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The 3 Tax Bonuses Baked into Savvy Asset Protection Planning



Nahum Daniels CFP, RICP

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Advisory services offered through Integrated Retirement Advisors LLC, a Registered Investment Advisor in the State of Connecticut.

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#1. Trust planning
only works for the wealthiest .01%.

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Truth: Personalized Trust planning has a bigger relative impact for the top 10% of the wealth pyramid.

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Myth #2. I have to give my assets away
to get any real tax benefit.

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Truth: The Family Vault can Fund a
Tax-free Retirement Income
for YOU.

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Myth #3. My legacy will be squandered in three generations.

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Truth: You can preserve the values embedded in your Trust for centuries.

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Nahum Daniels

Haiku Deck Pro User
http://www.integratedretirementadvisors.com