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In the event of your demise, what will your family's future look like? Anticipate and plan for something that is certain to happen. Take proactive steps to minimize negative consequences, ensure the right plans have been implemented, and create a smoother transition and outcome.
At Legato, your specific goals and objectives drive the discussion in identifying the most suitable protection strategies for you. |
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Private business owners and entrepreneurs wishing to create generational wealth from their hard work should consider an estate freeze combined with a Legato "Fund". By creating an estate freeze and utilizing a Legato Fund strategy to ensure that the corresponding estate taxes will always be funded at their time of passing, the entrepreneur puts together a valuable, appreciated strategy.
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Giving can be a cornerstone of a plan to say thanks to a community, local or distant, important to each family member. Many times, charitable giving creates the first opportunities for inter-generational discussions and learning.
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