Planning for Future Generations
There are few things more important to successfully transferring wealth than solid financial planning. The failure to plan a tax-efficient wealth transfer can greatly diminish the amount of wealth that ultimately reaches the next generation. With so much focus on building an effective retirement plan, creating an equally effective plan for transferring hard-earned assets can unfortunately be an afterthought.
For those with the goal of leaving a lasting legacy, developing a tax-efficient wealth transfer strategy is a decision that can impact generations to come as well as to foster harmonious relations in the family.
Here are some key points to consider when planning a tax-efficient wealth transfer:
With sufficient time and planning, you, your family and your advisors can design a wealth transfer plan that is both tax-efficient and fair to all. Proper planning for wealth transfer is an area of specialization here at Greenway Financial Group, and we welcome the opportunity to help you craft a plan that you and your family can be proud of.
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Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Greenway Financial Group, CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. Please be advised that presently Daniel Roemerman holds FINRA Series 7 and State 66 licenses in Arizona, Illinois and Missouri. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Daniel Roemerman before proceeding further.
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