The Modern Family

The Modern Family

Practitioners need to be aware of changing trends

The removal of the estate and gift tax curtain is exposing what was always our clients’ true concern: how to provide for the ultimate well-being of their families. No longer will the estate planner focus solely on the intellectual puzzle of tax considerations.

To stay relevant, advisors need to adapt to a changing role, which may require abandoning some of their past assumptions. In other word

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