Home Business Wealth transfer planning is often awkward, but it’s necessary if you want...

Wealth transfer planning is often awkward, but it’s necessary if you want to reduce conflict, costs and taxes

Brandon Lagarde, Postlethwaite & Netterville

Postlethwaite & Netterville Tax Services Division Director Brandon Lagarde advises his clients without a wealth transfer plan to start with something simple that can be amended through the years a…


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