Legacy Planning

 

Financial Legacy Protection

The assets in your estate should first and foremost be structured to take care of you and your spouse for as long as you live.  In this way, modern estate planning goes hand in hand with retirement income planning. Without proper planning, however, the IRS could end up receiving the lion's share of your estate when you and your spouse are gone. We help tilt the scale in favor of your loved ones. In some cases, we can help you eliminate your estate taxes and pass on as much as 10-times more money to your heirs and favorite charities.

 

In our opinion, proactive, flexible planning is always better than what the state or federal government has in mind for your hard-earned assets.  Speak to one of our specialists to ensure that your legacy is distributed as you see fit.

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This information is designed to provide general information on the subjects covered.  Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.  Please note that Olympic Golden Retirements LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer.  Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Olympic Golden Retirements.