Estate and Legacy Planning

In this episode, we talk through the emotional and human nature of newfound wealth. We will discuss how financial planning can help you navigate through this difficult life transition and make sure that you are considering all factors in your decisions.

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