CREATE A PLAN
That Works For You.
Legacy planning will help you do the following:
- Minimize or even Eliminate Taxes on your estate.
- Avoid Double Taxation on certain retirement accounts.
- Bypass paying upfront Capital Gains Taxes when selling your investments.
- Convert assets into an Income You Can’t Outlive and leave a Lasting Legacy.
- Our Government Wants You to Save Taxes and leave more to Your Family & Loved Ones!
Talk to your financial planner about how you can leave a legacy and make the most of your gift.
Your Gift Has Impact!
Interested to hear about the impact of your gift can make?
Talk to Jennifer at