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Transferring Wealth with Danielle Saputo

Serious Coin

CHAPTER

The Importance of Continuity Plans in Estate Planning

I can tell you from having worked in the wealth management business for, you know, 20 plus years, that so often people don't really understand what their continuity plans, if you will, or their estate plans mean. And yes, the further vision is, is not seen within that planning. If anyone is being advised to set up some kind of trust, use those 21 years to set up a proper continuity plan and talk about what the intention of that wealth is. You're not caught by surprise when that 21 year, rule, rolls in and you have to make a hard decision of which way to go. Talk to family members who are affected? Well, absolutely to me, that's

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