"Protecting your family. Building a company. Maintaining a high standard of living in retirement. Giving back to the community. Whatever your goals, wealth transfer planning plays an essential role. Whether you live to be 70, 80, or even 90, you are likely to have assets that outlive you -- wealth that will be transferred from you to others. What you choose to do with that wealth -- now and then -- is what this book is all about. The focus of Legacy is on three essentials of wealth transfer: Communicating with your intended beneficiaries and your advisors; Creating a plan that reflects your goals and values; and Protecting your wealth from unnecessary taxes. This book is designed to help you work in an informed and collaborative way, creating a plan that is centered around the values by which you live."

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