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Have We Got It All Wrong?

Have We Got It All Wrong?

Rethinking the fabric of estate planning

As estate practitioners, our mission is to provide our clients with an estate plan that maximizes the transfer of wealth to specified heirs in a way that will improve their life courses.1 But, what if this goal is impossible to meet? What if, by maximizing the transfer of wealth, we aren’t improving, but instead are diminishing the life courses of our clients and their heirs, as well as deteriorating society in the process? To this end, the more important questions that we


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