3 Steps to Leaving an Effective Legacy (Estate Planning)
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Do you want to leave
Do you want to leave a legacy or gift to the next generation but struggle to effectively plan for this goal? Is your goal to leave, "Whatever is left?" There are better approaches to consider. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to www.safeguardinvest.com/contact.
Timestamps:
0:00 3 Steps to Leaving an Effective Legacy (Estate Planning)
0:10 Problem with Traditional Legacy Planning
1:54 Step #1 - What is the Goal with Your Legacy?
4:01 Step #2 - The Strategy That Best Fits Your Goal
11:48 Step #3 - Tax-Focused Gifting/Legacy
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Always remember, "You Don't Need More Money; You Need a Better Plan"
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