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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.

Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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