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Articles tagged "Nicole Cassidy"

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Christopher Holtby: In essence, the client is creating a pension plan for future beneficiaries and advisors retain their advisory role for years to come.

The trusteed IRA: One tested method to maintain assets under management through the generations

A probate attorney, a trust exec and a Harvard B-school student float a solution to persuade family members to stay the course

January 10, 2014 at 6:30 AM

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