Zehner Hill Group

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Wealth Distribution Considerations

Wealth Distribution Considerations

July 2, 2024

Today we continue our discussion of issues related to Wealth Distribution, the third and final stage of what we call The Wealth Cycle. Get caught up on the series with the links below.



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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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