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

Описание: 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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