Blog — wealth levels RSS

From my previous posts, you know most people have little to do with regard to their wealth-transfer planning. They need to see a lawyer to get a will and some other health-care documents. Still, it’s unfortunate that many people don’t do end-of-life planning, probably to avoid considering an uncomfortable topic (their future and hopefully far-off...

Over time, as I’ve worked with and advised thousands of clients, I’ve realized that there are essentially just three levels or categories when it comes to wealth transfer. Each of these involves taking a different approach to transferring wealth to heirs and to charity. Many people have just enough money saved to live the rest...