Page 52 - Ultimate Guide to Estate Planning
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to have any level of maturity to handle the
funds.
This whole issue of giving them money, just
because they were able to live long, isn't the
best way to distribute our wealth to children or
grandchildren. My industry hasn't figured this
out yet, which makes my job of “letting people
know the uniqueness of what we do" much
easier.
Instead of distributions in accordance with the
age timeline:
what if, we did distributions in accordance
with events:
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