Freedom Wealth: Why Every Tax Strategy Should End With a Legacy Plan

Freedom Wealth: Why Every Tax Strategy Should End With a Legacy Plan

May 01, 20251 min read

Building wealth isn’t just about what you earn — it’s about what you keep and grow over time.

True wealth also means securing your future, your family’s future, and the legacy you leave.

That’s why every smart tax savings plan must end with a question:

👉 How will these savings build lasting freedom, not just short-term gain?

Integrating tax strategy with legacy planning ensures that the money you save doesn't just get spent — it grows, multiplies, and transfers intelligently.

Example:

One entrepreneur redirected $100,000 in tax savings into a family trust strategy, helping future generations avoid estate taxes — while funding private family investments today.

Takeaway: "Taxes saved today can fund freedom tomorrow — if you plan wisely."

A Certified Tax & Business Advisor, Cheryl has grown profitability while compounding wealth for businesses and individuals through legal and ethical tax savings and the utilization of the same dollar grown in multiple ways, thus creating lasting legacies while living life well.

Cheryl Boyles, RICP

A Certified Tax & Business Advisor, Cheryl has grown profitability while compounding wealth for businesses and individuals through legal and ethical tax savings and the utilization of the same dollar grown in multiple ways, thus creating lasting legacies while living life well.

LinkedIn logo icon
Instagram logo icon
Back to Blog