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P. 12

Imagine a scenario where your wealth, your
lifetime achievement, is providing the very
vehicle for harming your child or grandchild,
rather than enhancing their life. Is it possible
that the next generation would be in a better
position had you never attained any wealth?
These concerns are the cornerstone of our
value's based estate planning philosophy. In
reality, what we are really trying to do is
simulate what you would do, or not do, to help
the next generations, if you were alive and able
to distribute the money directly.

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