...We Should Plan For More Than Just Taxes
Your Smith Barney Financial Advisor will approach your plan for wealth transfer from a wider angle than a traditional estate plan. We work with you to understand your definition of a rich life, then help craft a plan to help you lead it and pass on what you see as most important to the next generation.
That could mean protecting a work ethic and thirst for accomplishment, or protecting your family's bonds of affection toward one another. Or both.
Whatever it is, it should start with your definition of a rich life, then factor in taxes from there. Because what matters isn't simply making sure there's something left, but making sure what's left matters.
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