The Three C’s of Wealth Distribution Planning

March 15, 2013

The Three “C’s” of Wealth Distribution Planning

By: John Hillman, CFP®, ChFC®, CLU, CLTC

There are three, and only three, possibilities of what will happen to the wealth you have accumulated, and they all begin with the letter “C”:

• Your wealth will be consumed by you, and perhaps by a spouse or partner, as the primary beneficiaries of your fiscal success, and/or
• Your wealth will be confiscated primarily through the payment of taxes, and/or
• Your wealth will be contributed–given voluntarily to people or to organizations.

That’s it. That covers the waterfront. There are no other possibilities.

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