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- Consumer
Changes in the American Family
- How the American family has changed.
- The “typical family” has changed, so typical tools that we as estate planners won’t accomplish the goals.
- Understanding that how wealth flows through a family needs to reflect most efficient tax path, but also the most thoughtful path for the transmission of wealth.
- The best result is a collaborative effort between the accountant, the attorney, the insurance consultant, the trust officer, who all see the situation through a different lens.