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Blog Tag: estate planning

The good news is that you’ve done well financially and established a sizeable net worth. The bad news is that you now have some tough estate planning decisions to make.

High net worth families need to consider whether they should begin gifting assets to their children and grandchildren now, or retain the assets until death and then distribute. With the convergence of income and estate tax rates, parents and their advisors need to analyze numerous and competing variables when implementing a wealth transfer plan that meets their financial goals and needs.

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