Generational Planning

Passing down wealth to the next generation is becoming increasingly prevalent and complex. We are committed to helping our clients prepare for a wealth transfer so they can feel confident in their plan when it is time to leave a legacy.    

Multi-Generational Planning

You’ve worked hard to build your wealth, now it’s time to determine what you want to do with it. Leaving behind a legacy is a goal for many clients. From passing on as many assets as possible, to ensuring financial stability for your heirs, avoiding probate, and taking advantage of tax savings where applicable, generational planning is an imperative component of holistic wealth planning.

 At Legacy Capital, our team of professionals can help build a plan that can last for many generations. We are committed to developing personalized strategies designed to help clients grow, protect, and transfer their wealth. 

Neither LPL Financial, nor its registered representatives, offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.

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