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A strategic undercurrent reshaping legacy wealth
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A strategic undercurrent reshaping legacy wealth
Estate planning seldom makes headlines, but the art of preserving client wealth across generations requires far more foresight than meets the eye. From my vantage point, long-term preservation demands more than a succession of legal documents, it needs a holistic framework that evolves alongside shifting family dynamics, tax landscapes and philanthropic priorities. That’s precisely where the brightest opportunities reside. A standout example com…
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