Unlocking Multigenerational Wealth

Get in the loop on the tools you need to protect your family, assets, and legacy over multiple generation with this webinar on advanced tax planning tools that help to maximize your legacy.

At this webinar, you'll learn:

• The secret of overcoming unique challenges high earners and wealthy families face is preserving their wealth for generations
• How estate planning strategies used buy the last generation will leave many families overtaxed, over-billed, and fractured
• The mistake of viewing the tax code as a headwind instead of a tailwind
• How comprehensive legacy planning works in the modern world