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Description of  More than Enough A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need

1950967131 PDF Most financial media deals with the topic of accumulating enough savings to cover your expenses throughout your lifetime. That realization raises a whole list of new questions and concerns. Some of those are financial (e.g., how much can I afford to give away to charity during my lifetime?), and some are non-financial (e.g., how should I communicate my estate plan to my intended heirs?). Part One: Non-Financial Considerations (What's the goal? And why?) 2. Who Gets the Money? 3. Talking with Your Kids or Other Heirs Part Two: Financial Considerations 4. Giving and Spending During Your Lifetime 6. Impactful Charitable Giving 7. Impactful Investing 8. Reassess Your Asset Allocation 9. Trusts 10. Asset Protection Part Three: Tax Strategies 11. Qualified Charitable Distributions 12. Donating Appreciated Taxable Assets 13. Deduction Bunching 14. Donor-Advised Funds 15. The Roth Question(s) 16. (State) Estate Taxes 17. Developing a Workable Plan Part Four: Finding Professional Assistance 18. Working with an Attorney 19. Working with a Financial Planner Conclusion: Mission Accomplished. Now What? Afterword: Our Most Limited Resource