Legacy Series

legacy series


The Legacy series is an interactive platform where you can learn about the basics of Wills, Trusts and Estate Planning.
The Legacy series is best suited for individuals who have completed the wealth accumulation phase of their lives and are now preparing to benefit from properly planned asset accumulation. These individuals may want to accomplish one or more things such as:

1. Leaving funds to children and/or grandchildren
2. Reducing taxes on investment income
3. Lowering current taxable income
4. Retaining complete control of assets
5. Simplifying estate transfer or minimizing the risk of contesting a Will.

Asides from learning how to provide asset protection for children, we also discuss how to meet some of your objectives, whether those objectives are to increase the benefits of ownership of assets, distribute assets to family members or charities, appoint capable professionals as Executors and Trustees, reducing taxes, probate and administrative costs, and/or ensuring the estate’s liquidity and stability.

To learn about these and more, Tune in to the #LegacySeries show on Mondays by 7pm on Classic 97.3FM.

You can ask any questions you have about Trusts, Wills and Estate planning or any other issue you want addressed on the show.

You can also contact one of our professional advisers by filling the form below
 

 
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