Representative of Experior Financial Group Inc.

Next Generation Program

An estate planning program for seniors and retirees.

A comprehensive estate planning program

 
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next generation program

This program is designed for seniors or those close to retirement who have begun thinking about the inheritance they wish to pass on to the next generation(s). This systematic estate planning program is centered on the smooth and optimal transfer of wealth to one’s children, grandchildren or other family members. Here we prioritize final tax minimization, wealth optimization, capital safety, creditor protection, estate equalization and business succession strategy.

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We’d love to meet you. Click the image to book a free consultation.