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Listen "Key Surprises that Cause Distress After Someone Passes"
Episode Synopsis
Two main ones in my experience – lack of proper beneficiary designations on bank accounts, IRAs, life insurance…AND residences being incorrectly titled – especially when purchased by people in committed relationships. They often think, "For sure, if one passes, the other automatically owns the whole." Not so!
It's easily avoided.
It's easily avoided.
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