XML Financial Group Blog

Tax-Efficient Ways to Pass Down Assets

Written by XML Financial Group | Jul 5, 2022 2:00:00 PM

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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