Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Grandchildren & Beneficiaries

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Estate Planning

Avoiding A Surprise When Estate Planning Gifts To Grandchildren

February 1, 1998

Leave it to the law to make an unpleasant situation worse. Here’s one they didn’t teach in law school, but you need to know about it. We only stumbled upon it when Renee and I were reviewing our own Estate Planning. An unfortunate combination of events could lead to an unpleasant surprise for grandparents who […]

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