Thinking about leaving an IRA to your children?

If you’re fortunate enough to have your living expenses covered without tapping into your IRA, you may be planning to leave the money in that account to your children. However, this approach could result in federal taxes taking a huge bite out of what your children receive.

Download our informative white paper to discover a smarter approach:
 • one that minimizes taxes
 • maximizes what your children receive
 • allow you to leave a significant gift to your church or favorite charity 

Download

Whitepaper

Life insurance as a legacy planning tool