A worry for the wealthy: keeping cash from children’s ex-spouses
An integral part of a successful financial plan is estate planning, which can include passing on your wealth to your children, and “keeping it in the family.”
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An integral part of a successful financial plan is estate planning, which can include passing on your wealth to your children, and “keeping it in the family.”
One of the great things about being a financial advisor for 25 years is that you get to meet some amazing individuals. Unfortunately some of them pass away too soon. They may have been my clients, but it is often I who become the student, learning from their exemplary actions as well as a few cautionary tales. Though the individuals may be gone, their lessons live on. Here are some of the most important ones I’ve learned over the years.
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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.