Episode 25: Guiding Clients Through Real Estate Wealth Transfer: An RIA's Role

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Advisors play a critical role in helping clients prepare for real estate wealth transfer, which involves more than just financial assets. Facilitating essential family conversations ensures a smoother transition and preserves family legacies. This proactive approach can help save heirs significant future complications. Show notes: • Guiding Clients Through Real Estate Wealth Transfer: An RIA's Role (https://www.advisorybriefings.com/blog/real-estate-wealth-transfer)

Episode metadata supplied by the publisher feed · Published Jun 8, 2026

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Episode 25: Guiding Clients Through Real Estate Wealth Transfer: An RIA's Role

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