Estate and Legacy Planning

In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors.

Wealth Transfer Planning 6 of 6 

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 6 of 6

 

 

Wealth Transfer Planning 5 of 6

 

 

Wealth Transfer Planning 4 of 6

 

 

Wealth Transfer Planning 3 of 6

 

 

Wealth Transfer Planning 2 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.