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Retirement Roadmap Radio – Organizing Your Legacy

Retirement Roadmap Radio – Organizing Your Legacy

Preparation is key, but what happens when it’s time to enact in a state plan? How do assets move and change ownership to beneficiaries? Do you know the beneficiaries on your account or your parents’ account? What accounts does mom or dad have? There are so many moving parts, the scramble can be overwhelming.  ATLANTA…

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