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Investing: Wealth Manager

“Help or Hindrance?”
May 2001
Estate planning is a sensitive and emotional event. Grant Rawdin stresses the significance of adhering to the clients’ wants and needs and not to their children's or heirs' needs. An emotionally charged client may request a change to their will for a purpose other than good. Grant reflects on observations with choices which can have a negative impact on the client and their family, and how he advises in such a situation.

 

 

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