Valley News -

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...

For access to this article please sign in or subscribe.


Reader Comments


Our Family of Publications Includes:

Powered by ROAR Online Publication Software from Lions Light Corporation
© Copyright 2019