LEGACY PLANNING

While legacy planning is not always first on people’s minds, it is important. What do you want to happen to all your amazing cash flow producing assets when you are gone? Do you want your children to have to pay enormous tax just to inherit what you worked so hard to build? Do you want to make sure a certain amount goes to charity? You now have the power and resources to plan all of that out ahead of time, all while taking our two most important factors into account: Cash flow and taxes.