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Podcast Highlight 11 - Client Questions: Should I give now or leave an inheritance?

In Brief

Hearing from clients with significant wealth and their concerns about how to distribute it to their families, the Strong Valley advisor team discusses how unique each situation is, what could be indicators and how important it is to work together with a CPA to find a helpful plan.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions for the Strong Valley team, submit your question at strongvalley.com/contact.

June 17, 2024
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