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Three Charitable Giving Signals Financial Advisors Should Watch For
Most wealth planning conversations follow a familiar structure. Retirement. Tax efficiency. Estate transfer. Children and grandchildren. For many clients, that framework works well. But financial advisors are increasingly encountering clients whose situations no longer fit the traditional inheritance model. Some clients accumulate significant wealth and eventually realize there may not be a clear personal destination for it. No children. Limited family relationships. Or simpl
Frank Hagel
May 193 min read
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