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Bruce S. Udell has more than 40 years' experience in the financial industry. He designs solutions for wealth accumulation and enjoyment for high net worth individuals. Bruce is sought-after for his easy-to-understand approach and his special talent in creative estate planning. He is the inventor of The Wealth Enjoyment System®, an innovative approach to estate planning.
Uncle Sam isn't going to solve his debt problems with your money. You can redirect money headed to the IRS toward your family and philanthropy.
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Be sure you are truly prepared and not at risk of running out of money during your retirement.
Talk to them about what you hope to leave them after you die—for their retirements. You will ease their financial burdens.
Don't wait for death to give money to charity. Set up a charitable remainder trust now and get a tax deduction.
Many wealthy people put their lifestyles first when it comes to financial planning. That's where a good adviser comes in.