Tax-Efficient Ways to Pass Down Assets

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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.

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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.

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