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A wealthy client widower finds love again late in life. This will become a blended family as the widower has grown children as does the
A wealthy client widower finds love again late in life. This will become a blended family as the widower has grown children as does the spousetobe Predict what the planner recommends the client consider.
aA skipgeneration trust
bA standard family trust
cAn irrevocable trust
dAn iron clad will
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