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Sep 30, 2019

When is the last time you reviewed your beneficiaries on your life insurance, 401K, IRA accounts or other investments? What can you do now in order for your family to avoid probate? When one spouse has passed, how does it impact the income of the surviving spouse?  John highlights the three lifetime events when it’s crucial review your beneficiaries and how you can protect your family and your legacy, with proper planning.