How do I leave a legacy?

Simple things like proper account titling, power of attorney, trusts and wills are all things that must be in place if you are to truly avoid a drawn-out legal fiasco.

By having the proper estate strategy in place you can eliminate probate and make it easier for your family during their time of grieving. The last thing you should hope for is a legal obligation while your loved ones are mourning their loss.

Over the next few decades, $52 TRILLION IN WEALTH1 will be transferred to the next generation*.

*John Havens and Paul Schervish from the Center on Wealth and Philanthropy at Boston College

1 John J. Havens and Paul G. Schervish. Center on Wealth and Philanthropy Boston College. May 28, 2014. “A Golden Age of Philanthropy Still Beckons: National Wealth Transfer and Potential for Philanthropy Technical Report.”

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-342-SAGE (7243) today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Have Questions for Ginger?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Other commonly asked questions:

How much risk should I be taking during retirement?

Learn More

How much am I paying my existing advisor?

Learn More

Will I run out of money?

Learn More

How do I leave a legacy?

Learn More

How do I avoid probate?

Learn More

How do I stop losing money in the market?

Learn More

How do I develop an income plan?

Learn More

How do I know when to retire?

Learn More

What should I do next?

Learn More

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

  • Privacy Policy | Terms of Use

    Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.