Principles of Preserving Wealth The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content The 12 Steps to Living Confidently: Legacy and Estate You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk. Layers of Protection Take these five steps to protect your financial well-being before making any other changes. Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.