Legacy Planning Can Be Tricky. How to Divide Your Estate and Keep Heirs Happy.

Creating a legacy plan is not just for the wealthy! According to this Barron’s article, creating an estate plan has the possibility to instill strong family values that may be able to last for generations.

 

 

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The Greatest Gift, Outline Your Wishes with an Estate Plan (GRA Blog)

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Source Article: https://www.barrons.com/articles/estate-planning-legacy-heirs-inheritance-51660317584

 

Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 1444233 – 8/22