7: Combining Estate Planning with Asset Allocation

Although estate planning has long played a critical role in preserving wealth for future generations, this area has been dominated by attorneys and trust administrators. Investment professionals, however, can benefit their clients by developing an understanding of how the mechanics of wealth-transfer techniques work. The integration of asset allocation techniques with estate-planning structures allows investment advisors to enhance the after-tax, multigenerational value of clients’ overall portfolios.

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