The 13 Wealth Management Issues
- Investments
- Insurance
- Liabilities
- Qualified Retirement Plan / IRA Distribution Plan
- Stock Options
- Business Succession Plan
- Durable Power of Attorney at Incapacity
- Gifting to Children/Descendents
- Charitable Gifting During Life
- Titling of Assets
- Selection of Executor / Trustee
- Distribution Plan at Death to Spouse / Descendents
- Charitable Inclinations at Death
