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12 Wealth Management Issues 3
1.
![Kenny & Christiansen Team 12 Wealth Management Issues ,[object Object],CHARITABLE GIFTING TITLING OF ASSETS BUSINESS SUCCESION PLANNING DISTRIBUTION PLAN AT DEATH STOCK OPTIONS ,[object Object],[object Object],[object Object],EXECUTOR/SUCCESSOR TRUSTEE ISSUES LIABILITIES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INVESTMENTS INSURANCE 1 2 3 4 RETIREMENT ASSETS 5 6 7 POWERS OF ATTORNEY 8 LIFETIME GIFTING TO CHILDREN & OTHERS 12 11 10 9](https://image.slidesharecdn.com/12WealthManagementIssues3-123208891226-phpapp01/85/12-wealth-management-issues-3-1-320.jpg)
![12 Wealth Management Issues[2]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)