There are several wealth creation strategies to consider when establishing a legacy plan you can rely on. By implementing a sound program built on certainty-based approaches, you can continue to accumulate wealth, knowing your assets will perform better, regardless of economic uncertainty, inflation, and tax risks.

Preserving your wealth is a crucial component of a successful legacy program. Every legacy plan requires fuel (cash), and unless you protect your wealth, extraordinary economic circumstances, life events, and taxation could drain that fuel.

As part of the evolution of life, we experience, consume, and contribute to others as a reflection of our ambitions. In order to enjoy that wealth, it needs to be accessible when you or others need it.

All too often, decisions made in the past can impact the valuation of your legacy plan. You could be at risk of reducing its value because of how you’ve arranged your affairs. You may have relied on opinions and advice from others who, while acting in good faith, may not have provided you with the right solution or wealth strategy. 

The possibilities are endless. Passing the torch of your legacy could be the ultimate accomplishment of your life's journey—the opportunity to share the fruits of your efforts with those you support and recognize that they are essential to your purpose in life.