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TD Wealth Survey Finds COVID-19 Had Major Impact on Estate Planning

Women have been disproportionately affected. ....

Kalimah White , Vice President , Wealth Strategist , கலிமா வெள்ளை , துணை ப்ரெஸிடெஂட் , செல்வம் மூலோபாயவாதி ,

Nearly 90 Percent of Estate Planning Professionals Said Female Clients Faced Workforce-Related Impacts Due to COVID-19

/PRNewswire/ TD Wealth today released results from its annual survey of estate planning professionals revealing that 89 percent of respondents cited that. ....

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Nearly 90 Percent of Estate Planning Professionals Said Female Clients Faced Workforce-Related Impacts Due to COVID-19

Nearly 90 Percent of Estate Planning Professionals Said Female Clients Faced Workforce-Related Impacts Due to COVID-19
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New York , United States , Kalimah White , Td Bank Group , Insights Software Advisory Services , Dominion Bank , Td Canada Trust , Td Canada , Td Wealth Private Client Group , Charles Schwab Corporation , America Most Convenient Bank , Td Private Client Wealth , Td Bank , Software Advisory Services , Vice President , Wealth Strategist , Conflict No Longer Greatest Threat , Estate Planning , Reform Under , New Administration Is Top , Estate Planners , Private Client Group , Most Convenient Bank , Toronto Dominion Bank , North America , Canadian Retail ,

The Gates divorce: Lessons for financial advisers

The Gates divorce: Lessons for financial advisers
Advisers should note that no matter how stable a relationship may seem, contingencies should be baked into estate and financial plans in case of divorce, especially for wealthy clients, experts say.
May 6, 2021
5
MINS
The divorce of Bill and Melinda Gates, the most prominent couple in technology, after 27 years of marriage, has drawn new attention to the lessons financial advisers can learn from watching the rich and famous divide their assets.
The announcement Monday that the co-founder of Microsoft Corp. and his wife are splitting and the subsequent division of their diverse portfolio of business and real estate holdings could have implications for the technology industry. Details are scarce on how the situation will play out, but the couple does plan on remaining co-chairs and trustees of the Bill & Melinda Gates Foundation. ....

King County , United States , Joannie Bozek , Melinda Gates , Kalimah White , Andrew Mcnair , Jeff Bezos , Mackenzie Scott , Thomas Ajamie , Marc Scudillo , Microsoft Corp , Melinda Gates Foundation , Bloomberg Billionaires , Clarfeld Citizens Private , Eisneramper Wealth Management , David Phelps Hamar , கிங் கவுண்டி , ஒன்றுபட்டது மாநிலங்களில் , மெலிண்டா வாயில்கள் , கலிமா வெள்ளை , ஆண்ட்ரூ மக்நேர் , மெக்கன்சி ஸ்காட் , மைக்ரோசாஃப்ட் கார்ப் , மெலிண்டா வாயில்கள் அடித்தளம் , ப்ளூம்பெர்க் கோடீஸ்வரர்கள் ,