This the final part of my series! The last phase, the give it phase, is passing on your wealth to others. For many clients this is the most stressful phase! Whether it is leaving money to your children, a charity, or anything else it can feel like it will be out of your control. I have had many clients who want to set aside a set amount for someone but aren’t sure how long they will live therefore how much more they will need left. These are just a few of the challenges of the last phase. The only thing that can ease these worries is planning. Hiring a good financial planner that can lay everything on the table and set everything straight. You want to be able to enjoy every phase of life and ease your mind!
