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Estate planning. Wealth advisors normally aid shoppers develop an estate program that features wills, trusts together with other legal documents. In addition they may well discover approaches to reduce gift or estate taxes.
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For wealth managers and financial advisers managing savings and/or investments on behalf of another person.
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Wealth advisors, Then again, focus precisely on wealth management—mainly because it pertains to both of those hard cash and also other assets—and investing.
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