Creating A Legacy

Creating A Legacy

Leaving a legacy is important and a noble idea. However, many legacy intended vehicles are heavily taxed, and can leave your beneficiaries with much less then expected.

A living trust and having your assets in the right financial vehicles to assure a smooth wealth transfer is a crucial part of the planning process.

Start Improving Your Finances Today!

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you prepare to live a prosperous retirement.