Leaving a financial legacy starts long before you enter the twilight years of your life. In most cases, leaving a legacy for children, grandchildren, or charities takes consistency, effort and focus over many years.
When approaching retirement, it’s common for people to start thinking about legacy planning, especially how they’ll be remembered and what they’ll leave behind.
At KPS Wealth, we provide you with a range of options to establish the appropriate legacy to give your loved ones a helping hand in the future.
Examples of such legacies can include: