Zehner Hill Group

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Case Study: Wealth Distribution Strategy

Case Study: Wealth Distribution Strategy

May 9, 2024

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.



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Building a Cohesive Wealth Distribution Plan

Building a Cohesive Wealth Distribution Plan

April 25, 2024

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.



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