The Importance of Family Connection Planning Strategies for Financial Advisors and Their Clients

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Jasdeep Singh

The United States is about to undergo the largest transfer of wealth in history, with over $40 trillion being handed down within families by 2050[1]. While the redistribution of assets from one generation to another is not new, what is distinct now is the magnitude of the movement as well as the speed with which it is happening. Such movement … Read More