Wealth adviser Terry Wheeler said families should treat estate planning as part of a broader, family-centered strategy that coordinates investments, taxes and legacy goals—not simply as preparing legal documents. He also discussed defensive portfolio strategies and protections for heirs against risks such as divorce and creditor claims.

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Terry Wheeler

Australian rules footballer and coach

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Terry Wheeler Discusses Wealth-Planning Blind Spots

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About Terry Wheeler

Terry Wheeler is a former Australian rules footballer who played for and coached Footscray in the Australian Football League.

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Occupation: Australian rules football player, Australian rules football coach
Born: March 13, 1955

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