Dave Livingston, CEPA®
Vice President - Banker at J.P. Morgan
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When sharing your wealth with your family, a few factors have to be considered to align your intentions with your wealth strategies and long-term goals. Stay ahead with our key pointers for a smooth gifting journey. https://bit.ly/4dy8BDZ.
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Paul Diamond, CFA, CFP
Banker | Executive Director | J.P. Morgan Private Bank
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When sharing your wealth with your family, a few factors have to be considered to align your intentions with your wealth strategies and long-term goals. Stay ahead with our key pointers for a smooth gifting journey.https://bit.ly/4dy8BDZ.
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Tim Mixon, CFP®
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After working hard to build a comfortable life for yourself and your family, it's important to think about how you can create a meaningful legacy that lasts for generations. An effective estate plan can help you map out a path to leaving a lasting impression and support the people and organizations that you care for most. The article below outlines where the use of trusts, gifting strategies, and other wealth planning techniques come into play within your estate plan. Let me know how I can help.#LegacyPlanning #EstatePlanning #MorganStanley
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Marcus Cooper, CFP®
Wealth Advisor
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Discover how exemptions, gifting tactics, and trust benefits can help safeguard your wealth and ensure family legacies thrive. Shoot me a DM today to get the conversation going.
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Dylan Lantry
Financial Advisor at Morgan Stanley
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After working hard to build a comfortable life for yourself and your family, it's important to think about how you can create a meaningful legacy that lasts for generations. An effective estate plan can help you map out a path to leaving a lasting impression and supporting the people and organizations that you care for most. The article below outlines where the use of trusts, gifting strategies, and other wealth planning techniques come into play within your estate plan. Let me know how I can help.
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Matt Jamieson
Financial Professional / Benefits Advisor at Jamieson Financial Services
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Gifting is one of the most versatile tools in a high net worth individual’s estate and wealth planning repertoire. Gift maximizing strategies make it even more powerful. Learn More: https://conta.cc/3wdlv9t#generationskippingtransfertax #gifttaxexemption #lifetimegifttaxexemption #estateplanning #wealthtransfer
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Jamieson Financial Services
309 followers
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Gifting is one of the most versatile tools in a high net worth individual’s estate and wealth planning repertoire. Gift maximizing strategies make it even more powerful. Learn More: https://conta.cc/3wdlv9t#generationskippingtransfertax #gifttaxexemption #lifetimegifttaxexemption #estateplanning #wealthtransfer
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Gifting is one of the most versatile tools in a high net worth individual’s estate and wealth planning repertoire. Gift maximizing strategies make it even more powerful. Learn More: https://conta.cc/3wdlv9t#generationskippingtransfertax #gifttaxexemption #lifetimegifttaxexemption #estateplanning #wealthtransfer
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Plan ahead for your Required Minimum Distributions because they impact your gifting and estate plans. We can discuss this and more at your annual wealth planning checkup. Reach out to set up a time. #JohnGillilandRBC #gillilandgroup #wealthplanning
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Carole Sunday, CPFA™, CRC®
Vice President - Senior Financial Associate at RBC Wealth Management
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Plan ahead for your Required Minimum Distributions because they impact your gifting and estate plans. We can discuss this and more at your annual wealth planning checkup. Reach out to set up a time.
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Tiffany Floyd
Senior Vice President - Financial Advisor - Senior Portfolio Manager-Portfolio Focus at RBC Wealth Management
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Plan ahead for your Required Minimum Distributions because they impact your gifting and estate plans. We can discuss this and more at your annual wealth planning checkup. Reach out to set up a time.
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