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Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner. |
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Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? |
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