What Documents Do Your Clients’ 18-Year-Old Children Need? – WealthManagement.com



WealthManagement.com

What Documents Do Your Clients’ 18-Year-Old Children Need?
WealthManagement.com
The main thrust of estate planning is shepherding assets to the next generation, but planners often neglect to actually interact with those to whom the wealth is going. This oversight can lead to distrust, which can scuttle the best laid plans and, on

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