LEAVING A LEGACY
Gone are the days when we could rest assured that our money would simply go to our children when we pass from this earth. Our world is more complex and we must consider tax implications, final expenses, and asset protection in order to be confident that what we’ve worked hard to earn will end up where we want.
If you want to maximize the gift you leave to your children, talk to Roberson Tierney about the ways you can protect retirement savings using insurance or financial products. We can assist you in choosing the right product and provide information to alleviate tax burdens.
There are many ways to leave your legacy but some ways are honestly better than others. Let us educate you.