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For the past eight weeks we have been featuring an update of our popular series, The Wealth Cycle, which we first brought to you back in 2016. The Wealth Cycle concept is our way of looking at the shifting goals of investors over time. We break it down into three main phases that you can review with the links below.
In our eighth installment of our updated review of The Wealth Cycle we take a look at a widely-used but often misunderstood estate planning tool –The Step-Up in Basis.
We have dedicated our last 6 posts to a revised version of what we call the Wealth Cycle, a series we first published back in 2016. We continue here with further discussion of wealth distribution, the final stage of our lives as investors when we make sure we leave to our heirs what we don’t get around to spending when we are vertically oriented.
Wealth Distribution is the execution of a plan to make sure we pass along our accumulated wealth in the most seamless fashion possible when we’ve finished our last lap around the sun.
In our last 4 posts, we have been revisiting our series on the Wealth Cycle (see the link below to catch up if you missed them). This week, we take a look at Wealth Distribution, which is what we shift our focus on after we’ve created wealth and worked hard to keep it as we grow older.