Estate planning is often thought of as “end of the line” strategy. Estate planning doesn’t have to mean an end to the growth of your personal assets and wealth.
Typically, we’re dealing with retirement money when we begin the discussion of Wealth for Legacy. We seek to help our clients maximize return on their long-term accounts while minimizing risk to their estates. Rance Frederick and associates build portfolios for consistent returns that can also remain non-taxable when transferred to heirs. Debt is often a huge consideration in estate planning and determines the products and strategies appropriate to each individual client.
Wealth for Legacy is highly tailored to each individual and warrants a thorough, case-by-case evaluation. Contact us today to learn how we may be of assistance.
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