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Daily Archives: November 19, 2020

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Keeping Assets In-House: Wealth Transfer Best Practices

Industry NewsBy AssetBookNovember 19, 2020

The next 25 years will produce the most massive inter-generational transfer of wealth in history. Cerulli Associates estimates the total amount of this wealth transfer to be in the range of $68 trillion. As an advisor, you certainly want to do everything that you can to retain a large percentage of the assets passing to…

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