Legacy planning is a financial strategy that prepares a person to pass on their assets to a loved one or next of kin after death. The properly planned transfer minimizes the trouble the surviving family members will have in receiving these assets. Additionally, a well planned transfer will minimize the losses of the asset due to fees and taxes.
OFS can help you plan and create the right plan for your family.
Contact your OFS Representative to get more information and begin your family’s planning.
Keep more and pass it to your Children...
*Get more information of how you can invest in commercial and residential Real Estate for your family.
...with the least amount of Taxation!