Overview :
Your legacy is important. There is a desire within us all to continue our legacy by passing it on to the ones we love. As we age, this desire to fulfill our legacy becomes stronger. Our goal is to ensure that you retain control of your assets, define your legacy, and pass it intact to fulfill your purpose.
From Generation to Generation® is our estate planning process. This allows you to minimize the tax impact on your estate, ensure you have a solid plan for the future and be confident that your legacy of hard work and sacrifice will be transferred to those you love. When you create a plan to transfer your legacy, you will experience what hundreds of other families already have – security and peace of mind.
This process utilizes concepts of gifting, charitable bequest, life insurance, and legal planning. As always, our goal is to simplify complex terminology and provide information in a straightforward manner that is not overwhelming. With new-found confidence and a thorough understanding of your financial future, you can achieve a sense accomplishment like never before.
In addition to From Generation to Generation® we also utilize The Transfer Process®. This process is designed for those who have recently lost a loved one; helping them efficiently transfer assets. During this difficult time, many family members are left wondering where to turn for advice. what the tax burden might be, and how the assets will be allocated. Rest assured that our financial advisors can help you and your loved ones during this difficult time.
Both From Generation to Generation® and The Transfer Process® are designed to facilitate not only the transfer of your wealth, but also the continuation of your legacy. We offer trusted advice from experienced advisors. That’s why people choose Advanced Planning, Inc.
To attend the next From Generation to Generation® seminar or conference, please contact us at any time.
Today is a good day to define your legacy.