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Where there’s a will, there’s a way – what you need to know about inheritance – Part 1

Linda Elfenbein, Head of Fiduciary Services, joins our host Carly Doshi to discuss what women need to know about inheritance and passing on wealth across generations. We discuss what estate planning entails and how to get started, and how to take full advantage of the relationship with your advisor. We also explore the key estate planning documents women need, and reveal when women should execute their first will.

Download the transcript (110KB,PDF)


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