inheritance Tag

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Anyone who grew up in a dysfunctional family understands the potential for discord when it comes to the family estate and an inheritance. But even in the closest of families, if there’s money involved, there’s room for conflict. Power of Attorney: Choose the person you can trust In Alana’s case, the dust...

This is the time of year when we see a lot of new clients who are following up on their New Year’s resolutions to create or update their Living Trusts. But when was the last time you checked to see whom you named as the beneficiary on your retirement account, life insurance...