Maximizing Wealth and Reducing Liability
A sizable cash influx can create just as many financial risks as it does opportunities. Taxes, liability exposure, estate complexities — without the right strategy, wealth preservation becomes an uphill battle.
That’s what happened to Ted Jackson. After selling part of his business for $30 million, Ted thought he had his financial plan covered. But beneath the surface, there were gaps — gaps that left him and his family exposed to unnecessary taxes, liability risks, and estate inefficiencies.
This guide provides a blueprint for effective financial planning, drawing from real-life examples like Ted Jackson’s. You’ll learn how to optimize investments, minimize tax liabilities, ensure adequate insurance coverage, and plan for estate and generational wealth transfers. Are you ready to take control of your financial future?
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What You’ll Learn Inside
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How to identify and address hidden wealth risks, so your hard-earned money doesn’t slip through the cracks.
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Key investment and tax strategies for liquidity events to help maximize your wealth.
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Why HNW households need more than standard insurance and how to safeguard assets against costly lawsuits.
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How estate and trust planning can reduce tax liabilities, and ensure your wealth benefits your heirs, not the government.