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Why estate planning should include beneficiaries' personal guarantees

from Wealth Professional

Why estate planning should include beneficiaries' personal guarantees Wealth Professional Planning for affluent and high-net-worth clients can be a very thorny undertaking, and estate planning is no exception. Without an awareness of each family member’s financial affairs, one can end up overlooking crucial pitfalls, resulting in massive loss of wealth. That means aside from considering the liabilities and contingent liabilities of the person making a will, the team building the estate plan should also consider the liabilities carried by the beneficiaries — including personal guarantees. READ MORE

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