The Legacy

You have spent your entire life investing for retirement and are successfully enjoying the good life. That success is more than you need to live the remainder of your life. Now is the time to consider and plan for the legacy you will leave to the next generation. Key considerations are:

Are my investments appropriately positioned to meet my needs first, and leave a sizeable legacy to my beneficiaries?

How do I make sure that legacy does not create a negative tax situation for my beneficiaries?

How do I keep my estate out of the public records and control how my beneficiaries receive the proceeds?

By developing a comprehensive strategy we will ensure you continue your current lifestyle while tailoring the investment portfolio to a longer time horizon than just your life. Through integrated tax and estate planning we will make sure those assets flow to the desired beneficiaries with tax efficiency and in the controlled manner you wish. At Sagace Wealth, successfully managing your legacy is our legacy.