Advisor Perspectives: Managing Wealth: Utilizing Spousal Lifetime Access Trust

Mitigating taxes. Now that we have your attention, take a look at this recent article where the editors of VettaFi reached out to Derek Miser to help cultivate a conversation about using trusts to help lower tax burdens and keep money for your family. VettaFi is one of many publications in the financial sector that has begun to rely on the expertise of Derek Miser, Chief Managing Member of Miser Wealth Partners for his insight into a variety of financial concerns. With this opportunity to gain more stability in your portfolio, we urge you to take a moment to read through.

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