Don’t wait until retirement to start your wealth strategy

Create tiers of goals for wealth creation, protection, and transfer

Track net worth over time to measure true progress

Plan wealth distribution with fairness and clarity

Ensure your financial plan matches your estate plan

Use gifting strategies to reduce your taxable estate

Coordinate retirement accounts with estate strategies

Factor tax efficiency into every wealth transfer

Organize estate documents well before they’re needed

Develop a written legacy plan that includes financial and values goals

Use trusts to preserve family assets across generations

Build a plan that aligns with your personal definition of success