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Roundtable

Tune in to one of our Roundtable events, where legends in Estate Planning, Elder Law, and Special Needs Planning consider and debate best practices to serve you and your clients.

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Roundtable

All Aboard The Great Wealth Transfer—Don’t Miss The Train!

We’ve all seen the headlines in recent months.  We are living through the greatest transfer of generational wealth in human history (or so the hyperbole goes).  Whether it is the greatest in history or not is a debate for scholars.  However, the magnitude of wealth the baby boomer generation is passing to successive generations is undeniable. …
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