8 Topics To Consider When Creating & Distributing Wealth

When creating and distributing wealth, consider these important aspects:

• Maintain a will and powers of attorney for financial and health decisions. 
• Mitigate risks through thoughtful, action-driven planning.
• Seek client-focused, professional advice.
• Carefully review the tax costs and implications. 
• Consider each beneficiary and the community.  
• Pass on treasured assets like a vacation property or  family business with clarity.
• Develop a life insurance strategy rather than just "buying a policy".
• Integrate each aspect into an overall wealth creation and distribution plan. 

Create a smooth legacy transition. 

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