Adviser’s Consultant: How to create a wealth transfer process for clients
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Brent Brodeski of Savant Capital explains how his firm helps clients plan to pass on their money and values, and the upshot of doing so for advisers.
Brent Brodeski set out a year and a half ago to beef up Savant Capital Management's estate planning capabilities and create a process for clients who wanted to leave behind a legacy.
His first move was to hire a premiere attorney in northern Illinois to head up what's now the Family Wealth Transfer
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