Forms & Literature | Capital Group Wealth transfer – First steps and fundamentals for clients receiving an inheritance

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Wealth transfer – First steps and fundamentals for clients receiving an inheritance

This advisor presentation answers some basic questions clients may ask when preparing to receive an inheritance and provides a framework to guide them through key tax and estate plan considerations. Part of the Holistic Wealth Strategy series.
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Detailed Information:

  • Updated: Oct 2022
  • Literature number: MFGEBR-276-1022
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