December 2, 2022 • 20 mins
When looking to create an estate plan alongside a financial advisor, there are several things to consider: For instance, who is named as either the executor or executrix? What’s going to happen when your client passes away? Are those assets going to another firm? Is it another corporate institution named as executor? In this episode, … Continue reading Estate Planning & Its Role Within Our Life Transitions with Michelle Cooper (Ep.10)
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