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 as their needs and desires change. Photography by Brian Baiamonte Whether you’re a blue-collar father of three working in the petrochemical field or the owner of
Wealth transfer planning is often awkward, but it’s necessary if you want to reduce conflict, costs and taxes
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