Centura Wealth Advisory believes in sourcing and vetting new strategies that complement traditional money management, allowing the firm to bring only the best value-added solutions to clients. To do so, they often bring in amazing people who share their vision can help clients achieve the best results.
Today, Kyle Malmstrom returns with special guest David Gebhardt of Centara Legal Group. Together, they discuss how they help clients save estate taxes with some extraordinary strategies using the general power of appointment.
In this episode, you’ll learn:
- What the general power of appointment is and why it was introduced
- Ways Centura Wealth Advisory gives clients greater flexibility with their estate planning
- How the power of appointment can impact your tax planning
- When and why you would use a power of appointment
- And more!
Tune in now to learn how to use the power of appointment to help you Liberate your wealth!