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Estate Planning

: Wills, Trusts & Estates Prof Blog

Heirs of the Wealthy Fire Their Parents' Advisors 90% of the Time

By Trusts EstatesProf

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A recent study showed that the heirs of wealthy people retain mom and dad?s advisors only 10% of the time. How can an advisor position himself to become the new advisor that the heirs hire? A few tips are below:...

Full post as published by Wills, Trusts & Estates Prof Blog on December 28, 2010 (boomark / email).

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