Over the next several decades, there will be a tremendous transfer of wealth from our oldest generation to their families, children, grandchildren, and charities.
Here are some common issues we help our later-in-life clients explore:
Jax Wealth welcomes the opportunity to help you navigate the emotional process of legacy planning. We will collaborate with you, your family and loved ones, your charities, and your other professionals to make solid legacy decisions early on and from a position of strength. We approach legacy planning with a special blend of firm leadership and gentle demeanor.