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In our survey of high-net-worth individuals, two-thirds of wealth creators discussed wealth transfer with their beneficiaries. Because your financial and family situation is unique to you, consider collaborating with a team of advisors who can help you determine the best approach to building your legacy. Its also about ensuring your wishes and family values are documented and understood by your heirs so they can be passed on alongside your wealth. For instance, business owners can pass their companies down tax-efficiently, but doing so requires them to begin succession planning years California probate avoidance services in advance. Many spouses choose to title their assets jointly, leading these jointly titled assets to count toward their individual estate tax exemptions when they pass away. However, these steps are only the start of what legacy planning for families involves. Your Legacy, Your Contr

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