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Part 2 – Generational Planning

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Part 2 - Generational Planning
I recently published my second book titled ‘Generational Planning – Creating and perpetuating wealth for generations’.

I wrote the book for a number of reasons, but primarily it was to help educate the public about what planning your estate really means.
There is a lot of limiting thinking when it comes to transferring assets to the next generation. I want to lift the fog on this topic and provide some light on how to think this through.

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Securities offered through Kalos Capital, Inc. Member FINRA/SIPC/MSRB and Investment advisory services offered through Kalos Management, Inc. Member FINRA/SIPC/MSRB located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group, LLC and Skrobonja Insurance Services, LLC is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.

The opinions and views expressed here are for informational purposes only. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. All investments involve risk and a potential loss of principal. Kalos Capital, Inc. nor Kalos Management, Inc. offer tax or legal advice. Please consult with a tax advisor or attorney for advice regarding the impact on your portfolio.

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