"The way this plays into estate planning or investing is we don't do it. We're not rich enough to do estate planning. I'm not wealthy, I'm not rich," Katz says. "It's a distorted view that we have around money that causes us to make poor decisions," Katz says. A suite of estate planning documents, which often includes a will, a health-care directive, and financial and health-care powers of attorney.

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Persons: I'm, Katz, they're, Ali Katz, Jeff Bezos, Elon Musk, that's Organizations: Wealth Planning, Economic