For high-net-worth clients, estate planning can easily morph into inheritance planning. Will the next generation dissipate a hard-earned family fortune? Will the heirs quarrel over the disposition of assets, or come away with hard feelings?
“Wealthy clients often have such concerns,” says Justin Fulton, principal and client strategist at Signature, a Norfolk-based family office firm. “We attempt to discover the source of those concerns and address them.”
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