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The paper explores a simple idea:

"The greatest risks in estate planning are not always legal or tax related. Sometimes they are gaps in understanding between one generation and the next."

As you read it, consider:
 

• What assumptions have been made?

• What conversations have not yet happened?

• What trade-offs are already embedded within your plans?

The purpose of estate planning is not to eliminate trade-offs.

It is to make them visible.

Thank you for reading.

Nicholas Round
The Wealth Coach