Don’t overlook digital assets in estate documentation

Define roles and responsibilities among beneficiaries

Consider dynastic planning if your estate is substantial

Assess risk tolerance in multi-generational portfolios

Use donor-advised funds to manage charitable giving

Create a flexible distribution strategy for large estates

Structure wealth goals around security, impact, and legacy

Ensure your spouse has full understanding of your financial structure

Use a digital vault for estate and planning documents

Plan wealth to reflect both your legacy and your impact

Review wealth plans annually as part of your family’s tradition

Factor in healthcare costs as part of longevity planning

Include tax-diversified investments in your portfolio

Use separate trusts for philanthropic and family objectives

Consider multi-generational planning in investment decisions

Adjust your strategy after major life events or liquidity changes

Develop a communication plan to reduce inheritance conflict

Engage heirs early in your financial education plan

Combine financial and legal strategies for holistic planning

Include real estate planning in your net worth allocation

Design income streams for predictable future cash flow