• lydia@living-legacy-planning.com
  • (614) 335-4655
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Build Reliable Income for Today — Without Compromising Tomorrow

Income planning is the foundation of long-term financial confidence. At Living Legacy Planning, income planning is not about chasing returns — it’s about creating predictable, sustainable cash flow that supports your lifestyle today while protecting your legacy for the future.

We help families, professionals, and business owners design income strategies that work through every stage of life, including retirement, business transitions, and generational planning.

Our Income Planning Approach

Every income plan begins with understanding your goals, obligations, and timeline. From there, we design a customized strategy that balances growth, stability, and protection.

Consistency over speculation

Tax-aware income strategies

Long-term sustainability

Alignment with estate and legacy goals

This ensures your income plan supports both your present lifestyle and your future priorities.

What Is Income Planning?

Income planning focuses on how and when money flows to you — not just how much you have. A strong income plan ensures that your assets work together to provide dependable income while managing taxes, market risk, and longevity risk.

Rather than relying on a single source of income, we help structure multiple income streams that adapt as your needs change.

Who Income Planning Is For

Income planning is essential if you:

  • Are approaching or already in retirement
  • Own a business and want predictable income
  • Want to reduce dependence on market volatility
  • Need tax-efficient income strategies
  • Want income that supports generational wealth planning

Whether you are building, transitioning, or preserving wealth, income planning provides clarity and control.

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How Income Planning Fits Into Your Legacy Plan

Income planning does not stand alone. It works hand-in-hand with:

  • Estate planning
  • Tax mitigation strategies
  • Asset preservation
  • Risk management

By coordinating income with your broader financial structure, we help ensure your wealth lasts — and serves the people and causes you care about most.

Faq

Income Planning

1. Wait. What makes income planning different from investment planning?

Income planning focuses on how money is distributed and sustained, not just how it is invested.

2. Can income planning reduce taxes?

Yes. Strategic income timing and structure can significantly reduce tax exposure.

3. Is income planning only for retirees?

No. Income planning benefits professionals, entrepreneurs, and families at many stages of life.

4. How often should an income plan be reviewed?

Income plans should be reviewed regularly, especially after life changes or economic shifts.

4. Does income planning work with existing assets?e reviewed?

Absolutely. We design strategies around what you already have, improving efficiency and alignment.

Start Building a Sustainable Income Plan

Schedule a consultation to explore income strategies aligned with your legacy goals.

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