Vance Barse joined Rod Hatley, wealth preservation attorney, to discuss advanced planning strategies for high-net-worth and ultra-high-net-worth profiles. These strategies help keep as much money in the estate as possible, reduce taxes, and prevent heirs from fighting over the estate. Vance and Rod also explore the value that high-net-worth investors can glean by having an in-house most trusted advisor.
To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor”
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