👉 Learn more about Gift Trusts: https://teachingmillionaires.com/ogt
🔥 The 2025 tax law changes could cost wealthy families millions. Discover how the Optimized Gift Trust (OGT) helps protect up to $300M in generational wealth through strategic estate planning.
💰 Key Topics Covered:
0:00 Why Estate Planning Can't Wait
0:35 Understanding the OGT Trust
1:11 The Optimized Gift Trust Explained
2:23 Key Benefits Breakdown
3:41 Control & Multi-Generational Wealth
5:00 OGT Structure Explained
6:53 Case Study: $25M Estate Plan
9:17 Financial Impact & Implementation
10:30 Critical 2025 Deadline
11:40 Action Steps
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#estateplanning #wealthmanagement #taxstrategy #OGT #financialplanning #trustfund #wealthpreservation #estatetax #taxplanning #inheritance
👥 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.
