Teaching The Money Lessons You Never Learned In School

The estate tax exemption is about to be CUT IN HALF on December 31st. If you're a business owner or high net worth individual, this could cost your family millions in taxes.

In this video, I break down the Optimized Gift Trust (OGT) – a strategy that could lock in today's $13.99 million exemption before it drops to $7 million. The math is shocking: waiting could mean a $5.2 million tax bill for your heirs on just one asset.

👉 Click here if you think an OGT might be right for your and your family: https://pages.teachingmillionaires.com/ogt

⏱️ CHAPTERS:
0:00 Why I'm Considering This Tax Strategy
1:35 The $14M Exemption That Disappears Dec 31st
3:35 How Optimized Gift Trusts Actually Work
5:40 The Shocking Math: $5.2M Tax Bill If You Wait
6:45 The Hard Conversation: Are We Rushing?
7:42 Your Window Is Closing – Here's What To Do
8:09 Don't Be The Person Who Knew But Didn't Act

#EstatePlanning #WealthPreservation #OGT

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👥 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.