Wealth Succession
The most powerful wealth succession planning uses a combination of Life Insurance and Trusts.
| Suitable Life Insurance | Suitable Trusts | |
|---|---|---|
| 1. Minimize Estate and Gift Taxes | ✓ | ✓ |
| 2. Avoid Internal Family Wealth Disputes | ✓ | |
| 3. Protect Wealth from Divorce and Business Lawsuits | ✓ | |
| 4. Grow Wealth with each Successive Generation | ✓ |
Wealth Succession Tools
Tony Yu has 19 professional licenses in Law, Accounting, Insurance, and Financial Planning, so DSG can effectively combine different trusts and life insurance plans to create powerful wealth succession designs.
| Life Insurance Products | Asset Protection Trust Products |
|---|---|
Universal Life Variable Universal Life Index Universal Life Whole Life Private Placement Life Term Life Premium-Financed Life Private Split Dollar Life Offshore Life | CA Private Retirement Plan Trust Irrevocable Life Insurance Trust Revocable Trust Dynasty Trust Charitable Trust Qualified Personal Residence Trust Grantor Retained Trust Defective Grantor Trust Spousal Lifetime Access Trust |
Access to All Major Insurance Companies
Additional Insurance Companies Are Available