How One Family Avoided Millions in Estate Taxes
Автор: Smart Money Stephen | Stephen Nelson
Загружено: 2026-02-14
Просмотров: 12
Описание:
This one strategy saved a client over $1,000,000 in taxes and most advisors never mention it.
In this video, Stephen Nelson, Partner at NOM Wealth Advisors, breaks down how a $50M family reduced their estate tax exposure using an overlooked education based planning strategy.
The problem
Estate taxes can claim 40% of wealth above the federal threshold.
The mistake
Most families do not realize the risk until it is too late.
The solution
Intentional planning that protects wealth and preserves it across generations without aggressive or risky tactics.
If you are a business owner or part of a high-net-worth family, this video will change how you think about legacy planning.
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#estateplanning #taxstrategy #generationalwealth #wealthpreservation #highnetworth
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