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  • Wealth transfer: Advisors need to help open lines of communication

    Wealth transfer: Advisors need to help open lines of communication

    In part 3 of our series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how kids’ expectations of wealth transfer are becoming increasingly unrealistic. He gives tips on how to broker communication between parents and the next generation about inheritance and retirement planning.

    Interview of Peter Drake |
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