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Home Estate Planning Leaving Assets Can Be Tricky – Part 3

Phil Keenan August 27, 2020

Leaving Assets Can Be Tricky – Part 3


Assignment and Nominee
Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care. Read on to learn more.

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