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We recently hosted a special virtual event titled HEARD: Your Top Wealth Management Questions. During this interactive experience, we delved into the topics most requested by our female clients including considerations for estate planning and wealth transfer, how to raise financially savvy kids, avoiding common retirement planning challenges and understanding long-term care options.
Wealth planning strategies have legal, tax, accounting and other implications. Prior to implementing any wealth planning strategy, clients should consult their legal, tax, accounting and other advisers.