Fortunes Into the Future

Ben and Brent sit down to discuss how wealthy families can preserve legacy through generational gifting using strategic planning.  Everyone has an estate plan, the default option usually being the worst one.  It’s important to think about what impact your money will have on people after you die.  It’s an uncomfortable reality to face, but a failure in doing so can cost you what would otherwise be a wonderful legacy. 

 

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About your Hosts

 

Ben Jones

Managing Director, National Wealth Management Group

www.nwmgadvisors.com 

Author, www.karastick.com 

@thekaratstick

https://www.linkedin.com/in/ben-nwmg/

 

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Brent Gargano, CFPⓇ

Founder & Advisor, Infinite Wealth Planning 

www.infinitewealthplanning.com

linkedin.com/in/brent-gargano-cfp®-2067b573

 

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Sources:

 

Estate & Gift Tax

https://taxfoundation.org/data/all/state/state-estate-tax-inheritance-tax-2023/

 

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Editor:

 

Trevor Gargano

Trevor@nwmgadvisors.com

 

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Disclosure:

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 

 

Securities offered through LPL Financial, Member FINRA & SIPC..  Advisory services offered through National Wealth Management Group, LLC a registered investment advisor and separate entity from LPL Financial.