Leveraging Trusts for Tax-Free Wealth with Kent Crawford episode artwork

EPISODE · Aug 28, 2024 · 48 MIN

Leveraging Trusts for Tax-Free Wealth with Kent Crawford

from Build It To Billions Podcast · host Podgo

In this episode, seasoned insurance professional Kent Crawford shares his journey from launching a successful agency in Newport Beach to becoming a trusted financial consultant. He opens up about navigating capital gains tax challenges, adopting the Deferred Sales Trust as an alternative to the 1031 exchange, and leveraging life insurance through trusts for tax-efficient wealth transfer. Kent also discusses the critical role of trust, flexibility, and strategic advice in long-term financial planning.#DeferredSalesTrust #FinancialPlanning #WealthStrategy #CapitalGainsTax #EstatePlanning #InsuranceExpert #1031ExchangeAlternative #TaxStrategy #TrustPlanning #WealthTransfer #RealEstateTax #FinancialFreedomWould you like a version tailored for LinkedIn or Instagram as well? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Aug 28, 2024

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Leveraging Trusts for Tax-Free Wealth with Kent Crawford

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