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2021 Financial Forecast Series | Estate Planning | Episode 6

It has become an American tradition to pass on accumulated wealth to subsequent generations. Whether it be family real estate or a sizeable stock portfolio, it is only natural for parents to want to leave something to their children. Proposed policy changes under the new administration may severely alter how we continue this practice. In this episode of the 2021 Financial Forecast Series, David L. Blain, CFA, outlines the proposed policy changes to estate planning while highlighting the strategies for the wealth of this generation and future beneficiaries.

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If Anthony Bourdain Added Trust, There Would Have Been More Will Power

Jennifer White is the Director of Client Engagement for BlueSky Wealth Advisor and is located in New Bern, NC. Perhaps one of the most heartbreaking points of Anthony Bourdain's death is the mere fact that he thought his 11-year-old daughter was going to be taken care after he was gone. As reported in the press, he left an estimated $1.21 million estate to Ariane Bourdain. Unfortunately, she will most likely end up with a fraction of this. So why is this?

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