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Kiplinger
Kiplinger
Business
Samuel V. Gaeta, CFP®

One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future

A clearly wealthy woman sits by the pool with a view of the beach.

As high-net-worth clients age, they become more focused on how their accumulated wealth will be distributed to their heirs. Naturally, most parents want their children to inherit as much wealth as possible, which drives a quest to shield those heirs from unnecessary taxation when they inherit.

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