Retiring well requires implementing a set of plans that will last. Making these arrangements can feel cumbersome and bring up awkward family conversations, but it doesn’t have to be that way. Goldstone Financial Group’s owner and principal Anthony Pellegrino built his career on helping clients achieve financial success and make lasting plans that put families at ease. His commitment to legacy plans has ensured that his clients can enter their golden years with a champagne toast.
Why is a legacy plan so important? Studies show that traditional estate plans are 70% likely to be lost by the second generation and 90% by the third. Many clients have panicked reactions to this information, but there’s no need to start hoarding cash in your mattress. What you’ve done in an estate plan can be easily incorporated into a legacy plan that will last for generations.
Here are the top 5 ways to build a legacy plan.
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