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Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.
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Charitable giving is a vital strategy for your clients, even in times of economic uncertainty.
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When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure.
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When I think about what makes Lincoln special, it’s not just our vibrant neighborhoods or quality of life—it’s how we show up for one another. We’re a community where people ask, “How can I help?” and then roll up their sleeves to do the work. That spirit is exactly what fuels Prosper Lincoln.
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Ross has nearly 15 years of experience in finance, accounting, and human resources, most recently with the College of Business at University of Nebraska-Lincoln.
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