Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff
Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or
don’t spend their accumulated wealth. Topics include funding a college education, paying for
long-term care, or simply treating your family with gifting; there are plenty of ways to use your
hard-earned wealth. In the context of a comprehensive financial plan, the trio offers advice and
best practices to ensure your desired legacy and financial priorities are achieved. See below a
related Kiplinger article.
#financialplanning #investing #stocks #bonds #stockmarket #legacy #gifting #goals
#estateplanning
https://www.kiplinger.com/retirement/estate-planning/holding-wealth-why-retirees-shouldnt-
focus-on-leaving-an-inheritance
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