1. Establish a Family Trust - The Ultimate Family Wealth Set Up · Momtreprenuer’s United

Momtreprenuer’s United

The Ultimate Family Wealth Set Up

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1. Establish a Family Trust

2. Set Up an IUL (Indexed Universal Life)

3. Set Up a 529 Plan

4. Custodial Brokerage Account (UTMA/UGMA)

5. Set Up Your Own Investment Account

6. Build the “Generational Wealth System”

7. Financial System Automation (Monthly Flow)