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Crafting Structurally and Culturally Balanced Estate Plans

Moving beyond the comfort zone into the stretch zone.

In the September 2022 issue of Trusts & Estates, we asked readers to pause and deeply consider: Can your client’s family live in the estate plan you create?1 Are the quantitative aspects balanced with the qualitative implications?  How might the family members start to prepare themselves today to integrate the financial wealth they’ll receive in the future?

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