Legacy Planning
Legacy planning can be an emotional and complex series of decisions. Whether you want to leave assets to your heirs, gift them to charity, or develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s successes with others while also leaving a legacy for those you love.
You don’t need to be wealthy to take advantage of many legacy planning options available today. For example, trust funds are not only for the super-rich. You need to get comfortable with terminology like Power of Attorney, Payable on Death (POD), and Transfer on Death (TOD), and Next of Kin. When it comes to your options, you'll need estate planners and attorneys to help you navigate the complicated rules of legacy planning.
Call us today to ask how we can help you with your estate planning needs.
Location
500 W 5th Street, Suite 800Winston-Salem NC 27101
gblue@pfg-NC.com
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.