Page 40 - Ultimate Guide to Estate Planning
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substantial wealth to an heir (while they are
still alive) simply for reaching a particular age.
In fact, I’ve never met anyone who has given
money to their children or grandchildren of any
amount for successfully attaining the age of 25,
30 or 35. Yet, this is, by far and away, the most
common post death distribution strategy
employed by the estate planning industry.
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