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Joshua Kennon
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Daily Archives: December 3, 2018

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Personal Thoughts on Transferring Wealth to Children and Grandchildren

Personal Thoughts on Passing Wealth to Children and Grandchildren

Trust FundsBy Joshua KennonDecember 3, 2018Leave a comment

I’ve been thinking about the next 25 to 50 years; mapping out plans for my personal life, my family, the firm, and, to some degree, certain societal changes that I think are important and worthy of significant political and financial investment. Part of this involves estate planning and how we think about leaving money to our future children.

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