In this uncertain time, the last thing you need to worry about is the future of your legacy wealth plan. It’s impossible to accurately forecast everything that will take place in your future, but investing the time in planning ahead and working with your trusted advisor to design a wealth plan, can help you better understand the various facets of preserving and growing your hard-earned wealth for the long-term.
That’s why strategic planning expert Jonah Bidner, CPA, CA and Partner at Zeifmans has shared his insights on what you need to consider when developing a legacy wealth plan that goes beyond a budget, creating a detailed plan of how you and your family will achieve your short and long term financial goals:
At Zeifmans, we understand the nature of planning a legacy because we’re living one ourselves. We’re a second-generation family-run business with over 60 years of experience assisting our high-net worth clients in preserving, protecting, and growing their fortunes over the long term. We know that it all begins with a relationship. An understanding. And the fostering of trust.
Allow us to become your trusted advisors as you begin to create your own legacy wealth strategy. To speak to one of our professionals, contact us today at 416.256.4000, or send us an email at firstname.lastname@example.org.