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Tag: MiddleClass Millionaire

06 May
Tax And Estate Planning For The Middle-Class Millionaire

Tax And Estate Planning For The Middle-Class Millionaire

Addressing The Plight Of The Middle-Class Millionaire A friend in the tax business told me today about a law firm he knows that targets clients with net worths of US$100 million or more, the ultra-high-end of the wealth management market. That's a market with fewer than 3,000 potential clients in the United States. Still, the [...]