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How to Prepare Clients’ Children for Inheritance

Posted On August 21, 2017 By Clarfeld

WSJ Adviser Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community.

This article was also picked up by Barron’s. See it here: https://www.barrons.com/articles/heirs-need-hands-on-financial-lessons-1503421971

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