I’ve previously written about the six “must have” documents of everyone’s estate plan. These documents include some key people that are essential. But, the terms for some of these roles can be confusing. Let’s review the main ones today. Who/What is a Beneficiary? Let’s talk first about beneficiaries. This is a basic term you’ve probably heard before … Continue reading Beneficiaries, Executors, and Guardians, Oh My!
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