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2. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family ...

3. Succession planning - Wikipedia

   en.wikipedia.org/wiki/Succession_planning

   A 2004 CIBC survey suggests that succession planning is increasingly becoming a critical issue. The CIBC estimated that by 2010, $1.2 trillion in business assets would be poised to change hands. [10] Research indicates many succession-planning initiatives fall short of their intent. [11] "Bench strength", as it is commonly called, remains a ...

4. Estate planning - Wikipedia

   en.wikipedia.org/wiki/Estate_planning

   Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity, and may include minimizing gift, estate, and generation-skipping transfer taxes.

5. What the Grateful Dead can teach CEOs about succession planning

   www.aol.com/finance/grateful-dead-teach-ceos...

   Bandmates John Mayer and Bob Weir—with a 30-year age gap—show business leaders how effective succession works. ... The longtime musician has a 300-year plan for the Grateful Dead’s music to ...

6. Boomers are planning their succession. Here’s the hardest ...

   www.aol.com/boomers-planning-succession-hardest...

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7. This financial planning tool could dent the racial wealth gap

   www.aol.com/finance/financial-planning-tool...

   The racial wealth gap could be reduced by 10% over three generations if Black households wrote wills at the same rate as white ones, according to a recent study. This financial planning tool could ...