Updated Thursday, July 10, 2014 as of 3:29 PM ET
Portfolio - Estate Planning
Intergenerational Planning: Get Clients Talking Now
by: Andrew Welsch
Monday, February 10, 2014
Partner Insights

NEW YORK -- Clients and their children need to start talking about how to prepare for long-term care during retirement and inheritance before problems and conflicts arise – and advisors can help start the conversation. That’s the message Bob Mauterstock, CFP, delivered at IMCA’s New York Consultants Conference here on Monday.

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