Ep.286-Long-Term Wealth: From Market Volatility to Estate Planning

from More Knowledge, More Wealth with Gabriel Shahin · host Falcon Wealth Planning

In this episode, President Gabriel Shahin, CFP®, dives into the recent market drops attributed to tariffs and provides guidance on staying disciplined with long-term investments. He transitions to discussing advanced estate planning for high-net-worth individuals, including strategies for minimizing estate taxes, establishing irrevocable trusts, and leveraging charitable lead and remainder trusts. Gabriel also explores the concept of a family bank and Dynasty Trusts for ongoing legacy planning. This comprehensive discussion offers valuable insights for individuals looking to strategically secure and grow their wealth.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

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This episode is 29 minutes long.

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This episode was published on April 5, 2025.

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