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David and Chip dive into global headlines around the massive $80 trillion wealth transfer and what it could mean for future inheritance and estate taxes. They also spotlight a few surprising stories—from the former Fiserv chief’s $300 million move to government service to Diane Keaton’s alleged $5 million pet trust—before closing with a bullish look at market momentum heading into next spring.
By Retire SMART LLCDavid and Chip dive into global headlines around the massive $80 trillion wealth transfer and what it could mean for future inheritance and estate taxes. They also spotlight a few surprising stories—from the former Fiserv chief’s $300 million move to government service to Diane Keaton’s alleged $5 million pet trust—before closing with a bullish look at market momentum heading into next spring.