Your retirement strategy should reflect your vision for retirement: will you retire completely, or simply step back from actively managing your business? Limiting the amount of taxes you pay in retirement helps you retire comfortably and pass more wealth on to your heirs.
Traditional estate planning focuses on what happens to assets at your death. But estate planning also provides the opportunity to focus on assets while you are alive. An estate plan centered on you can maximize how you enjoy life today and in retirement, and also maximize the assets you pass on to your family.
Key employees make critical contributions to your company’s profitability. Selective executive compensation benefits reward those employees most responsible for your company’s growth and allow key employees to share in business accomplishments.
The death of a key employee could cause serious problems for your business, such as lost sales, lower earnings and loss of intellectual capital. The cost of hiring and training a replacement could negatively impact your business. You need a strategy to help you replace those costs and operate smoothly after losing a key employee. A business succession strategy is key to the success and survival of your company. Strategies such as buy-sell arrangements can successfully transfer a business interest on your terms.
Planning for the Long Run…
CONTACT US (510) 409-0086
Retirement Estate Asset Protection Planning
If you’re like most Americans, you’re concerned about retirement.
Most of your worries will dissipate when creating a retirement income plan that has “guaranteed lifetime income” at its’ core. At REAP Legacy, Inc. we provide solutions that won’t keep you up at night.
More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.
With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy. The protection and proper transference of your assets and values are key to successful planning.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and REAP Legacy are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Guaranteed lifetime income, Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company.
REAP Legacy, Inc.
Retirement Income Advisors
Contact us (510) 409-0086