The complete plain-English course on creating, keeping, protecting, and passing on wealth — built for regular families, senior-friendly, no jargon, no hype.
CREATE · KEEP · PROTECT · PASS IT ON
This course exists because the most important subject was left off the report card. Here is what that silence costs families:
Most of us finished school without one lesson on taxes, trusts, or how wealth actually compounds. The course starts at zero and skips nothing.
Studies keep showing most family wealth disappears by the second generation — not from bad luck, but from no plan for the handoff.
"Pay zero tax!" is a headline, not a plan. We teach what each strategy really does — reduce, defer, or transfer — and what the pitch leaves out.
Without the right documents, courts decide who gets what — slowly and publicly. You'll learn the four document groups every family needs.
High-interest debt eats the seed money wealth grows from. The roadmap starts with Stabilize — so the plan works in real life, not just on paper.
Advisors, attorneys, CPAs — who does what? You'll leave with the exact six questions that make any professional meeting productive.
Seven plain-English modules, built on the free DueSmart guide at wealth.duesmart.com — expanded into step-by-step video lessons.
Reduce the leak, delay the bill, control the transfer. What tax strategy really does — so no pitch can fool you again.
Business entities, documented deductions, retirement containers, HSAs, real-estate timing, giving with intention, layered protection, coordinated estates.
Family foundations, family pensions, captive insurance, C-corps, REPS, R&D credits, Solo 401(k)s, the "Golden Roth," and more — without the fog.
Who decides, who receives, how and when. The four document groups, and the 2026 rules in plain words.
"My LLC protects everything." "A trust saves taxes automatically." "The deduction made it free." We break each one before it breaks you.
Stabilize → Organize → Optimize → Protect → Transfer & Review. The order matters — and we walk it together.
The six questions that make advisors, CPAs, and attorneys work as one team — plus the plain-English glossary and official sources.
The full written companion stays free at wealth.duesmart.com — the course brings it to life with video, examples, and walk-throughs.
The course teaches strategy; the DueSmart tool handles timing — every card, loan, and due date in one calm place.
Tap the microphone and the DueSmart Wealth Coach answers with a real voice — what wealth.duesmart.com is about, what the course covers, and where to start. No sign-up. No pressure.
✔Explains the free guide and every course module
✔Answers in English, Español, Français, Kreyòl — even Patois
✔Honest rules: education only, never a sales script
EN · ES · FR · Kreyòl · Patois
Secure checkout by Stripe. Education only — not individualized financial, tax, or legal advice.