How an Estate-Planning Specialist Teams Up With Fellow Experts to Advise Clients Across Generations


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Molly Rothove with Creative Planning is No. 21 on this year’s Barron’s Top 100 Women Advisor ranking.

Photograph by Chase Castor

Creative Planning’s Molly Rothove, an estate-planning specialist, takes a long view—sometimes a generations-long view. “There are a lot of benefits to that type of planning,” she says. “You can save a lot on taxes over multiple generations if you set it up correctly.”