Across
- 2. Legal document for asset distribution
- 6. Define these to guide generational wealth
- 8. Cause supported by strategic gifting
- 9. Legal process avoided by trusts
- 10. Ethical investing factors
- 11. Small venture started in retirement
- 13. Fund for emergencies or future needs
- 14. Retirement income from NAPSA or employer
- 15. Recipients of generational wealth
- 16. Plan for managing post-retirement expenses
- 20. Protects assets and avoids probate
Down
- 1. Wealth passed to future generations
- 3. Covers life, health, or long-term care needs
- 4. Phased retirement work for experienced professionals
- 5. Provides steady income in retirement
- 7. Consideration for estate and inheritance planning
- 12. Strategy to grow wealth long-term
- 16. Fixed-income investments for stability
- 17. Spread investments to reduce risk
- 18. Asset class for growth in retirement portfolios
- 19. Role in phased retirement for knowledge transfer