How The Rich Avoid Losing Millions (Stop Before 2026)

Teaching Millionaires

👉 Learn more about Gift Trusts: https://teachingmillionaires.com/ogt

🔥 Wealthy families use the Optimized Gift Trust (OGT) to protect generational wealth and save millions in taxes. Estate planning expert Jonathan Morrison reveals the advanced trust strategy used by business owners and high net worth families to:

✓ Save up to $200M in estate taxes ✓ Protect assets from lawsuits & creditors ✓ Maintain control while transferring wealth ✓ Create lasting family legacy

Important deadlines and law changes coming in 2026. Learn if your family qualifies for this strategy.

💰 Key Topics Covered: 0:00 - Why Estate Planning Matters 2:14 - What is an Optimized Gift Trust? 5:33 - Who Needs This Strategy? 8:47 - Tax Benefits & Asset Protection 12:05 - Control & Access Features 15:22 - Implementation Timeline 18:44 - Case Studies & Results

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#WealthManagement #EstatePlanning #FinancialPlanning #Investing #Taxes

👥 About Rich Smith: Rich Smith helps individuals and business owners optimize their wealth through smart financial strategies. With expertise in tax incentives and wealth preservation, Rich breaks down complex financial concepts into actionable steps.

📌 This video may contain links through which we are compensated when you click on or are approved for offers. The information in this video was not provided by any of the companies mentioned, and has not been reviewed, approved, or otherwise endorsed by any of these entities. I am not a financial advisor. The information I share is for educational purposes only and shouldn't be considered as certified financial or legal advice. It is imperative you conduct your own research. I am sharing my opinion only.