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Discover why your investments might already be working for the next generation, even if you didn't plan it that way. Learn how small decisions in your portfolio reveal your true legacy, the common pitfalls that can trip up heirs, and simple steps to make sure your hard-earned money passes smoothly to the kids.
By Douglas Goldstein | CFP® | Profile Investment ServicesDiscover why your investments might already be working for the next generation, even if you didn't plan it that way. Learn how small decisions in your portfolio reveal your true legacy, the common pitfalls that can trip up heirs, and simple steps to make sure your hard-earned money passes smoothly to the kids.