One of the many concerns that our team of retirement guides hear from retirees today is that they don’t have enough to leave behind for their heirs. Whether you’re leaving a legacy to your children, your church, the school you attended, or your favorite charity, proper planning is the most important step in leaving your legacy behind.
Did you know that Benjamin Franklin left $4,000 to be split between the city of Philadelphia and the state of Pennsylvania when he died in 1790? Over 200 years later, Benjamin Franklin’s legacy is still benefiting those beneficiaries today.
How was he able to do this? With the proper planning. At Eric Scott Financial, we walk you step-by-step through setting up your legacy in a way that will ensure your money is passed down to those you want in the simplest and most tax-advantageous way.