Summer offers a unique opportunity for families to enjoy more relaxed schedules and engage in conversations that they might not have time for during the busy school year. As you gather with loved ones, make space for a conversation with those who mean the most about…
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Despite their wealth, about one-third of high-net-worth families have not taken the basic steps to develop an estate plan. People with investable assets of $1 million or more often do not have an estate plan. The consequences of such inaction can be significant and dire. …