Are you planning on leaving an inheritance to your children? The value of your inheritance may depend on how you answer and plan for the 4 questions in this video... If you need help building a better plan, 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 https://www.safeguardinvest.com/contact.
Timestamps: 0:00 Do you plan on leaving money to the next generation? 0:22 Question #1 - What is the Benchmark/Objective? 2:42 Question #2 - End of Life vs. Lifetime Gifting 5:02 Question #3 - Floor and Ceiling Legacy? 6:32 Question #4 - Constraining your Gift?
- - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan"
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