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Last month I was fortunate enough to be published for the 2nd time this year on Fortune.com. Passing assets to heirs as tax-efficiently as possible is a real worry for many successful Americans. There are a few little known, but very effective ways to keep more money “in the family”.
Working with a skilled financial advisor and planning early can make a world of difference in how much of your hard-earned money can be passed to your heirs. There are many strategies to maximizing your money in retirement. I encourage you to have the conversation with us to see what it can mean to you and your family.
Click HERE to view my article on Fortune.com.