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Part One: Non-Financial Considerations (What's the goal? And why?)
1. Do You Have More Than Enough?
2. Who Gets the Money?
3. Talking with Your Kids or Other Heirs
Part Two: Financial Considerations
4. Giving and Spending During Your Lifetime
5. Learning to Spend and Give More
6. Impactful Charitable Giving
7. Impactful Investing
8. Reassess Your Asset Allocation
9. Trusts
10. Asset Protection
Part Three: Tax Strategies
11. Qualified Charitable Distributions
12. Donating Appreciated Taxable Assets
13. Deduction Bunching
14. Donor-Advised Funds
15. The Roth Question(s)
16. (State) Estate Taxes
17. Developing a Workable Plan
Part Four: Finding Professional Assistance
18. Working with an Attorney
19. Working with a Financial Planner
Conclusion: Mission Accomplished. Now What?
Afterword: Our Most Limited Resource
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