Planning strategies may benefit estates of all sizes
Most estates may fall within the exemption level from federal estate taxes but investors still need to plan for the orderly transfer of wealth.
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Six ways to connect with your clients’ next generation
Financial advisors can lose between 80% and 90% of their business when a client dies, according to Financial Planning news. The challenge for advisors is to develop family relationships in order to continue to work with the next generation after a client passes away. There can be obstacles, such as geographic proximity, that make it