Proactive wealth transfer planning is about control and leverage. We believe that a successful estate distribution plan is one in which your heirs (and/or charity) receive as much as possible, and Uncle Same, as little as possible. But this requires some work.
Wealth Transfer Planning 4 of 6
Wealth Transfer Planning 1 of 6
In our business of comprehensive financial planning, “wealth transfer,” “estate planning,” “legacy planning” are all different words for the same process; defining and documenting how you will pass assets to others in retirement or at death so as to have control and leverage over these decisions.