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Dozens attended a forum about Black heirs property and intergenerational wealth hosted by the A. Quinn Jones Museum and Cultural Center on Monday (June 27). ....
Intergenerational planning has, in recent years, become an increasingly important driver within mainstream financial planning. Driven by shifts in tax, legislation. ....
It's difficult to think of a subject that provides a financial adviser more opportunity to add value than under the broad subject of intergenerational planning.. ....