Скачать или смотреть Leaving an Inheritance to Your Children? 4 Questions You Need to Answer...

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?

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...