Learn how the proper Estate Plan can help you create and preserve generational wealth while sparing loved ones the pain of probate.
You'll get free, instant access to our video Masterclass and accompanying eBook.
An Estate Plan addresses how your money and other assets will be distributed upon your death. Learn the features, myths, and benefits related to this strategy. Discover why using a Trust along with a Pour Over Will is the best practice to create and protect generational wealth. We'll do a deep dive into how a rock-solid estate plan gives you ultimate control over your health and wealth.
You'll know more than your local attorney after attending the Masterclass and reading this e-book. Here I cover everything from why you need an Estate Plan, how it works, and how to manage it. This e-book includes advanced topics like using an IRA vs. Roth IRA for retirement funds and Estate Tax considerations.
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