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I'm a wealth manager who's spent years handling family members' estates. I'm leaving ironclad legal directives for my kids.
It has been edited for length and clarity. When my grandmother passed away in 2015, I was working as a wealth manager. My grandmother's estate was the most plain vanilla situation: She didn't own ...
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Tax Law Changes: Best Asset Classes, Strategies, and Tax Loss Harvesting Tips
In this video, David Armstrong, director of editorial strategy & operations for Informa’s Wealthmanagement.com talks with ...