When discussing how to leave a legacy it is important to think about more than just saving money through avoiding taxes and administrative costs or building wealth through wise investment strategies. Those who want to leave a legacy for their family must construct an estate plan that also prepares the eventual beneficiaries for the responsibility of taking on wealth and handling it wisely. Below are five steps that will help you and your family do just that.
Find a Professional
It is important to find a professional to assist you and maybe even a team of professionals. A team consisting of a financial planner, estate planning attorney, and a tax professional can assist you in making decisions about your legacy. To include us in your team, please call at (951)304-3431.