Legacy Planning

Your life may be over but theirs is just beginning

Inheritance is not only about the money, but also about individual and family priorities, decisions, purpose and passions in life. Studies reveal that 90 percent of wealthy families will have lost the family wealth by the end of the third generation. The demise of wealth lies in the fact that heirs have not been sufficiently prepared to receive wealth or learn about stewardship of the family assets.

A shared understanding of core family values is key to ensuring a smooth inheritance. Often, a parent or grandparent is responsible for guiding a conversation about family values, but as an advisor, you can play a leading role in framing the discussion.

By using Retirement Planning Strategies such as the IRA Stretch method families can insure that younger generations will avoid tax erosion and secure a healthier financial future.

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