Legacy Planning Options


Legacy Planning Options

It is likely that, the amounts we would like to bequeath will not necessarily be the amounts available to be inherited.  So, what options do we have?

One GOAL should be to put our intended beneficiaries in the best possible tax position regarding any future inheritable amounts. That means transitioning, where and when we can, inheritable assets into the TAX-FREE ENVIRONMENT. 

There are only two options permitted today that qualify as TAX-FREE - Free from Federal, State and Capital Gains Tax - 
Roth IRAs and Cash Value Life Insurance

Click to learn more about each
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