Introduction
First, I want to thank you for taking the time to read this book and letting us share with you the insights we’ve been fortunate to learn throughout our years of working with clients.
You’ve worked your entire life to be able to enjoy your retirement and leave a little something for your kids or charities. Now it’s time to enjoy the fruits of your labor. How do you enjoy your money and still be assured you won’t run out? How do you convey your wants and control your money when you become ill or are no longer alive while at the same time ensuring your heirs don’t get strapped to a tax burden or argue over your health care? How can you be certain you will always maintain control of your assets and see that they are used in the way you wish?
. . .