You and your family have worked hard and have been blessed with resources. Your parents/grandparents may be part of the legacy you are carrying forward. Now the responsibility of passing on the legacy rests with you. Consider a legacy safety net inside of your full financial plan.
What is the lasting impact I want to leave behind?
- The family understands the priorities for our family’s wealth.
- The family understands our inheritance accomplishments and key goals which then drives them to create even greater goals.
- An efficient transfer of assets to my family – spouse, children, grand-children that will result in propelling them to be the best they can be.
- A generational safety net outside the influence of government policy that the next 2+ generations can build upon.
- Be certain that my legacy gifts reach out two generations. (70% of wealthy families lose their wealth by the 2nd generation)
Propel the next generations by providing a tax-free safety net that protects them now and in the future!
To learn more, please watch this short testimonial video on one our most effective solutions.
Would you prefer to gift the Goose or a Golden Egg? Kai-Zen = Golden Goose for a lifetime.
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Safety Net – Explore the details – click below:
2-minute educational Video – Easy Slide Calculator – click here and see testimonials