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Do You Love All of Your Grandchildren Equally?


“Do you love all of your grandchildren equally?” Matt Halvorson absorbed a fantastic presentation on estate equalization by Jeremy Udell this past weekend at Lion Street's annual Institute. Matt is part of a study group called NextGen, where strategies, news and best practices are shared among an intimate group of elite second-generation advisors who are actively involved in learning from the best in the industry.

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