The Forever Fund: 3 Simple Ways to Grow Inherited Wealth

1. Earn While You Chill

  • Use investments that pay you automatically. 
  • Certain companies share profits—called dividends. Reinvest those payouts and let growth compound in the background.
  • Think of it like: you invest once—it keeps sending you thank-you payments.

2. Invest in Real Life

  • Real Estate can offer income + long-term growth 
  • Rental properties (or co-investments) bring in steady cash (and potential tax benefits)—and value may rise over time.
  • Bonus: That monthly rent feels more like a paycheck than a portfolio.

3. Make a Plan That Outlives You

  • Trusts=less tax, less drama
  • Family trusts protect and guide your wealth after you’re gone. Not just for billionaires—smart for anyone with long-term goals.
  • A trust says: “Here’s how I want my money to help, even after I’m gone.”

 

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*Content is for informational purposes only. Neither the information nor any opinion expressed in this video constitutes an offer by Cottonwood Wealth Strategies to buy or sell any securities or financial instruments, or to provide any investment advice or service.