Case Study: An Early Inheritance Strategy

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Case Study: An Early Inheritance Strategy

As part of WLM’s financial planning philosophy, we sit with clients and tailor our advice to their individual goals. Part of this process is to work out their cashflow needs to live comfortably in retirement and how much they need as an asset base to meet that cashflow requirement over their expected lifetime. Hopefully (if they meet with us early enough), they have accumulated excess assets to live off. This is when we start to discuss early inheritance strategies with clients.

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