Leaving wealth behind for your loved ones may be one of your priorities when developing your financial plan. After all, you’ll likely want to see your family thrive and an inheritance could help them achieve important goals in life. Bestowing an inheritance can also give you peace of mind as you know those close to you will be financially secure after you’re gone. Traditionally, you would transfer wealth to your loved ones when you passed away, leaving instructions in your will about how your family should divide your estate.
However, in recent years, more people have chosen a “living legacy” – passing wealth to their loved ones while they’re still alive – instead. Leaving a living legacy for your family could have several key benefits. This guide will explore some of those advantages, as well as the potential downsides.
Download our “Leaving a Living Legacy” guide now to find out more about how inheritance can help your family achieve important goals in life.
If you’d like to arrange a meeting with us to talk about your financial plan, please get in touch.
