Your Bucket List Awaits…

The movie, The Bucket List, starring Morgan Freeman and Jack Nicholson, popularized the now widely popular term.

Our “bucket list” gives us a way to make sure we accomplish everything in this life that means the most to us.

Chances are, there are many things left on your bucket list. Are you going to have time to check them all off? Let’s hope so. In the meantime, there could be one thing keeping you from trying… and that is holding on too tightly to your business when you should be enjoying life.

Typically, ownership is linked to control. However, there are proven planning tools and techniques that allow you to relinquish ownership, and yet retain control as long as you need or want it for your lifestyle and income. In doing that, you’re also able to train the next generation to be owners.

It may or may not be time to pass the reigns. If you are wondering whether now is the time, then know this: Giving up ownership can open up a world of opportunity for you and your heirs. It’s beneficial in helping to eliminate estate taxes and reduce capital gains and income taxes.

Take control of your wealth planning by making necessary decisions now. Give up ownership, but maintain control as long as needed by using available techniques that help you accomplish these things.


“If everything seems under control, you’re just not going fast enough.”

-Mario Andretti


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