Think You’ve Done Your Estate Planning? Think Again Report

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And there’s an even greater fundamental shift that’s occurring. The entire context within which we live is shifting and, thus, our perspective on how to think about wealth and planning must adapt to this new context. As technology, demographics, environmental, resource, and social change drive us faster and faster towards a more uncertain and complex future, a family ‘true wealth’ culture emerges as the most powerful strategy to sustain a family’s prosperity for the future.