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Business

Ashley Terrell, IAR

3 Tax-Efficient Legacy-Building Strategies for High-Net-Worth People, Courtesy of an Estate Planner

capital gains Insurance

Grandparents and their grandchildren sitting on the home porch swing.

Leaving a financial legacy is an important factor in financial planning for many retirees, particularly those with high net worth.

Whether the goal is to give loved ones a financial boost, strengthen their retirement or contribute to grandchildren's education, proper planning can allow retirees to make an impact long after they pass away.

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