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Opinion: Three powerful forces are draining family wealth — and your estate plan is completely unprepared

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Opinion: Three powerful forces are draining family wealth — and your estate plan is completely unprepared

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The largest wealth transfer in human history is

moving through American families right now. The wealth itself is real, accumulated by the baby boomer generation through four decades of strong stock markets, real-estate appreciation and pension benefits.

The money exists. What’s at stake is how much of it will actually reach the heirs it was meant for.



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