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Summer Is Made for Sun, Fun and Estate Planning Conversations | Kiplinger
https://www.kiplinger.com/retirement/estate-planning/summer-is-a-good-time-for-estate-planning-conversations
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taxes
investing
retirement
wealth management
inheritance
tax planning
estate planning
wealth creation
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.
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