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Having worked with many wealthy families over the years, we here at Lexington Wealth Management have found that members of the older generations – oftentimes the wealth creators – frequently anguish over how much information to share with their decedents – those who have been born and raised amidst that wealth.
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12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253
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