Arrow Circle Back to resources

Tax-Efficient Ways to Pass Down Assets

juliane-liebermann-O-RKu3Aqnsw-unsplash

You have worked hard to build your wealth, and you want to use some of that wealth to help build a solid financial foundation for your children and grandchildren. There are a variety of ways you can leave a financial legacy of generational wealth for your family—but without careful planning, your financial legacy could leave future generations exposed to financial and tax burdens you may not have anticipated.

Click here to read the article.

 

This communication is for informational purposes only. No content or reference to a third-party article is intended to be a recommendation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice. This commentary does not necessarily reflect the opinions of all employees or XML Financial Group and its affiliates (“XML”).  XML is not responsible for any actions taken related to this information.

How can our wealth management solutions support your life?

Connect with our team to start the conversation.

Connect with our advisors

Download the XML Mobile App

With the XML app, you can stay connected to your full financial picture and find our latest podcasts, webinars, blog posts, and other resources.

cta-phone