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Consider the Implications

Many practitioners believe asset protection planning and estate planning are mutually exclusive. To some extent, this may be true; on rare occasions, clients may present issues so narrow that they can rightfully be classified as one sort of planning or the other. But no matter what clients may say they want, what they usually need is global planning designed to place them in the best possible circumstances

Many practitioners believe “asset protection planning” and “estate planning” are mutually exclusive. To some extent, this may be true; on rare occasions, clients may present issues so narrow that they can rightfully be classified as one sort of planning or the other. But no matter what clients may say they want, what they usually need is global planning designed to place them in the best possible circumstances for preserving, enhancing and distributing their wealth.

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