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Should Clients Share Wealth Sooner Rather Than Later?
Analysis July 30, 2024 at 10:57 AM
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What You Need To Know
- Many wealthy people choose to pass on wealth why they die, but that's not the only way.
- Experts say passing on assets during one's lifetime can have big benefits, both psychological and practical.
- Beyond alleviating financial stress, early inheritance can provide a test run for future big gifts.
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