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Inheritance prep for wealthy kids seen as niche market - Reuters
www.reuters.com
A growing breed of financial advisers is working with the children of wealthy clients to help them avoid the pitfalls that often come with inheriting a...
9th Annual Planned Giving Symposium - AFPFLFirstCoastChapter
community.afpglobal.org
... Financial Planning Case Studies, Balancing Personal and Family Needs with Philanthropic Goals - Reid Hartsfield of BB&T. 11:30 a.m. Breakout Sessions #2.
Estate Tax Tips for Wealthy Clients | Financial Planningwww.financial-planning.com › news › estate-tax-tips-fo...
www.financial-planning.com
... they must remember that “when you give something, they inherit your basis in it,” says Reid Hartsfield, vice president and financial planning ...
Inheritance Prep For Wealthy Kids Seen As Niche Market
www.fa-mag.com
Mar 6, — For example, Reid Hartsfield, a BB&T Wealth Management financial planner in Jacksonville, Florida, had his hands full when advising a ... › news › inheritance-prep-for-...
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