Creative Wealth Management & Legacy Planning
At SlateStone Wealth, we can offer ideas on how to use your resources to potentially benefit your loved ones. We can show you how to:
— Design Trusts to help you care for your spouse or provide for your children at important times in their lives.
— Keep your treasured vacation home in the family for your kids and grandchildren to use for generations
— Structure gifts to your favorite charities using specific gifting strategies
Have you ever considered using a percentage of your life insurance to fund a Trust to help educate your children or grandchildren? Or, did you know that you can roll over old 401ks or IRAs to help fund your children’s retirement when they turn 65?
By using dynamic tools, we can help you create a family legacy that extends far beyond your years. We have innovative financial and legacy planning tools that can visualize potential future outcomes for different kinds of financial scenarios.
Ask us what we think…