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Trust Planning · Powered by Nexxess

Protect What You Built.
Keep More of What You Earned.

Proper trust structure before your exit can save up to 30% of your sale price in taxes. On a $10M exit that's $3M, money you can use to tithe, fund your childrens future, or build a legacy that outlasts the deal.

WATCH
Trust Explained in 1 Minute By Billionaire
Typical Exit Tax Exposure
30–40%
Federal + state + capital gains without a plan
With Proper Trust Structure
15–30%
Legal, licensed, and documented before closing
Savings on a $10M Exit
$2M – $3M
Yours to tithe, invest, or transfer to family
WHAT YOUR SAVINGS CAN DO
$2M–$3M Back in Your Hands
Tithe on Your Terms
Give 10% of your exit ($300K–$1M+) to the causes and ministries that matter to you, without cutting into your retirement.
Fund Sons & Daughters' Dreams
Place exit savings into a Trust High Yield account at 10% APY. The principal never gets touched. Your children live off the interest, dreams funded without depleting wealth.
Multi-Gen Legacy
Structure assets so your grandchildren benefit from what you built, not just your children. Wealth that compounds across generations.
Charitable Legacy
Set up a Donor Advised Fund or charitable trust. Tax benefits now. Impact forever. Your name on something that outlasts the business.
THE GENERATIONAL WEALTH FORMULA
10% APY · Trust High Yield Account

"Place your exit savings into a safe, trust-held high-yield account earning 10% APY. The principle never gets touched, ever. Your sons and daughters live off the interest, funding their dreams without depleting the wealth you built."

$2M
Trust Savings
After structure & exit
$200K/yr
Annual Interest
10% APY on principal
Untouched
Principal
Preserved forever
Generations
Wealth that never ends
The goal: Fund your sons' and daughters' dreams, education, business ventures, housing, missions, without ever writing a check from principal. The legacy outlives every generation.
Nexxess Business Advisors
PARTNER · NEXXESS.COM
Scott McGrath & The Nexxess Team

Scott McGrath is a partner in Kingdom Broker and leads trust and estate planning through Nexxess. Kingdom Broker is built out of the Nexxess office and studio. Every trust engagement is executed with licensed professionals whose only job is correct structure, not advisors selling products.

Visit Nexxess.com →
HOW IT WORKS
Simple Process. Serious Protection.

You schedule a consultation. Scott's team at Nexxess reviews your situation, your business, your family goals, and your exit timeline. If a trust makes sense, they build the right structure for you. The entire process is handled by licensed professionals. You stay informed, but you never have to figure it out alone.

1
Free Consultation
Eric and Scott review your situation and tell you exactly what structure makes sense before your exit.
2
Custom Trust Design
Licensed attorneys and tax professionals build a trust tailored to your business, family, and goals.
3
Implementation
Assets are properly structured. Everything is documented, filed, and compliant from day one.
4
Ongoing Administration
Professional fiduciaries manage the trust. You and your family benefit for generations.
35+
Years in Operation
1,000+
Trusts Created
10,000+
Trusts Analyzed

"When structure is correct, estate documents work as intended. When structure is wrong, no document can prevent conflict. That is why we exist."

GET STARTED
Schedule Your Trust Planning Consultation

No cost. No obligation. Scott's team reviews your situation and tells you exactly what structure makes sense before your exit. Eric and Scott will reach out directly.

Confidential. Your information is shared only with Eric Skeldon at Kingdom Broker and Scott McGrath at Nexxess. Kingdom Broker does not practice law, provide tax advice, or act as a fiduciary. All trust and estate planning is executed by Nexxess licensed professionals.
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