 There’s no use worrying about whether the kids are going to keep their money if your spouse takes it somewhere else. You need to deal with both, but without proper planning and communication, one could derail the other."Julie Littlechild, CEO and founder of Advisor. |
Summary: Most advisors will lose clients’ assets when they are passed down to the next generation. Julie Littlechild, CEO and founder of Advisor Impact, spoke with REP. about where advisors are going wrong, and what they can do to fix it.
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