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The Family That Plans Together


I enjoyed reading "Creating a Legacy" (June/July 2007). It was great to see that these families made ongoing family discussions, performance goals, and self-assessments a core part of the estate and tax planning process.

Michael Stern

Michael Stern Consulting

Brookfield, Conn.

The Vantuinen family, profiled in "Creating a Legacy," seems to be a great example of how to do estate and tax planning properly. I commend them for their actions and their planning.

Bruce Johnson

CapTrust Financial Advisors

Holland, Mich.


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