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beneficiary

Beneficiaries: Why are They Important?

April 1, 2021 By quadcities Leave a Comment

A task often overlooked by many is making certain that a beneficiary is named for important financial assets. If you love your loved one, do it now. Get your affairs in order. It makes no difference how old you are. This must be done for a number of reasons. The No. 1 reason is to make sure that … [Read more...] about Beneficiaries: Why are They Important?

Filed Under: Columnists Tagged With: beneficiary, CFO, CPA, inheritance, Steve Calabrese, the bi weekly advisor, West Yavapai Guidance Clinic

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