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Protecting a portion of your assets so that they can be passed on to the next generation, or gifted to a charity, is often a key consideration. Your cost of living during retirement will affect what you are able to pass on. By looking at all aspects of your retirement plan, we can create a reasonable projection of what financial legacy you can leave. This is another area where taxes, both income tax and estate tax, need to be evaluated, and their probable effects included in the planning process. If your legacy is important to you, we should look for areas where guarantees may be available.