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Tobacco Retailer, October, 2004 by Blackman, Irving L.
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Let's face it, estate planning is death planning, not a fun task. Most of the calls I get from new clients are, "Irv, will you do my estate plan" calls. Some callers are as young as 35. About 90 percent are between 55 and 81.
About three minutes into the call, I gently switch the conversation. We start talking about lifetime planning, wealth creation and how important your lifestyle is. Then, we'll talk about how to create their personal "Wealth Transfer Plan."
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A Wealth Transfer Plan concentrates on the specific assets that make up ...
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