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Strategies to increase the value of a financial legacy

 

Last updated 10/23/2017 at Noon



Rich M. Groff II

Special to Valley News

After a lifetime of accumulating money, it’s common for retirees to start thinking about their legacy and what they want to leave to their children, grandchildren or a favorite charitable cause.

But despite the dollar signs they see on investment and bank accounts, there’s no guarantee loved ones or a chosen charity will get the full amount.

Uncle Sam is lurking to snatch a sizable share.

It’s important to plan carefully to make sure that as much of the money as possible goes to the people or organizations chosen. It’s very easy...



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