father and son

by Madi Connors | Apr 10, 2024

Should Aging Parents & Adult Children Co-Own Assets?

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*73% of financial advisors do not have a succession plan. Study conducted by the Financial Planning Association and Janus Henderson Investors. Statistic was cited in the CNBC.com article at https://www.cnbc.com/2019/04/29/a-majority-of-financial-advisors-lack-a-succession-plan.html

father and son

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