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Use SafeMoney to Achieve Higher Yields While Protecting Safety and Liquidity
Released on Tuesday, October 27, 2020•ESTATE PLANNING
Join Cory Grant to learn how to maximize control and access to your assets, while addressing estate planning, asset protection, and tax issues.
For over 25 years, Cory Grant, JD has worked with affluent families, privately-held businesses, and non-profit organizations to design and implement advanced tax strategies, estate plans, wealth protection techniques, and business succession plans. Among his specialties are creating intuitive succession and retention plans for companies and families with investment real estate holdings. In addition, Mr. Grant is well known for his innovative planning approaches to complex family or entity structures. He is one of the nation's experts in life insurance premium financing and estate planning with large retirement accounts.
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