As my grandfather used to jokingly say, "None of us are getting out of here alive". Thankfully, the money and things we've acquired in this lifetime will be of no use to us in next world...the Lord has that covered for us.
What we do with the things we leave behind will have an impression though. If you are like most retirees, you've worked hard and have loved ones you want to see flourish and organizations succeed. How you can have an impact on them is a key aspect of good planning. There are real tax savings and leverage opportunities that can be realized as a result. It takes work, but this is usually a labor of love given those that will benefit most from your efforts.
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**Aaron Maassel is an investment advisory representative and provides advisory services through CoreCap Advisors, LLC. Voyageur Financial, LLC and CoreCap Advisors, LLC are separate and unaffiliated entities.
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