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Sustaining Wealth Requires a Thoughtful Approach

Research tells us that there is a 70% failure rate in transferring wealth to your heirs.  Surprising to many is that this failure rate is rarely a result of investment returns or poor estate planning -- in fact, only 3% combined.  Instead, 85% of the time it is the result of not properly preparing heirs and a breakdown in trust & communication within the family.

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