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Writer's pictureAngelina Carleton

Inter-generational wealth transfer today and your options

Holistic legacy planning involves more than just deciding how you want to distribute your wealth and assets after you die. It also involves preparing the next generation to manage and grow that wealth in a way that aligns with your values and vision for the future. This process is known as inter-generational wealth transfer, and it can be a crucial component of a successful holistic legacy plan.

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