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Fin Plan Sep 2014 - "Is Your Estate Settlement Ready?"

Fin Plan Sep 2014 - "Is Your Estate Settlement Ready?"

Fin Plan Sep 2014 - "Is Your Estate Settlement Ready?"

Excerpt


Is Your Estate Settlement Ready?



If you were to pass away today, would your surviving spouse, children and/or team of professional advisors know all of the relevant details necessary to settle your estate? For example, do they know where your will is located? Do they know whom you have selected as the estate executor and successor trustees of any trusts you manage?


 


 


 



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