LEGACY PLANNING

At Beachhurst Financial we help our clients not only maximize their income and protect their loved ones and their assets.

 

We also help them come up with the best strategies to pass assets on to future generations.   

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Life Insurance in many cases is the most efficient way to achieve the goal of maximizing their legacy without creating a tax burden for beneficiaries.

 

The first step in this process is always our complimentary beneficiary review.