Summit Wealth recently went through its own succession-planning session to review owners’ options to transition the practice. “What comes with that is the plan we have to develop over time for transitioning clients from one advisor to another,” Primeau said. “We’re having discussions with [HNW] clients and their children in regards to multigenerational tax planning opportunities. For example, when clients' children graduate from college, we welcome conversations with these children regarding their benefit packages, insurance coverages and general financial and tax planning.”

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