passing on your wealth EBOOK

Passing On Your Wealth: 8 Ways to Leave an Inheritance

What difference do you want to make after you’re gone?

If you’re reading this, then you’ve started thinking about how the wealth you’ve built over your lifetime can help the next generation and/or the causes you support. You may be ready to transfer assets now, or just exploring your options for the future. Either way, you need a plan.

This guide will help give you a strong start. You’ll learn about 8 common ways to effectively pass on wealth:

  1. Cash
  2. Bank products
  3. Life insurance benefits
  4. Investments
  5. Retirement accounts
  6. Real estate
  7. Wills & trusts
  8. Charitable contributions


Download your free copy by filling out the form on this page.

 

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