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Jun 30, 2020 | Prashant Patel & Michael Tarantino
Tax Wealth Family
Consider these strategies to help make family meetings an effective tool in wealth transfer planning.
Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.
While charitable giving and legacy planning are top of mind for Canadian women, longevity risk continues to pose a challenge.