Planning for the Duration!
CONSERVE…“still something in there!”
- Making Income Last: Longevity, market volatility and inflation call for strategies including annuities and a cash wedge.
- Protecting Estate Goals: Structuring assets and insurance for ease of settlement and minimum tax impact.
- Reviewing the Plan Regularly: Conditions change, life throws you a curve, family needs evolve…keeping the plan’s integrity intact!
If life is what happens when you’re planning something else, be prepared should something else happen!
EXPERIENCE. PLANNING. TOMORROW.
Items of Interest
OAS Claw-Back Calculator
Generational Wealth Transfer by Estate Bond
Estate Planning Peace of Mind
AFC Video: Avoiding the Reverse Legacy