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Keeping it in the bloodline

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Information about Keeping it in the bloodline
Business & Mgmt

Published on March 10, 2014

Author: mwburgess

Source: slideshare.net

Description

This presentation discusses strategies to safeguard family wealth in order to 'keep it in the bloodline'. Some of the topics covered include having an appropriately crafted estate plan, using trusts, excluding beneficiaries and asset transfers.
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