5 Financial Tasks To Accomplish For Your Clients By Year’s End
Consider putting these items on your to-do list with a Dec. 31 due date:. Check your beneficiaries: If you need convincing that updating beneficiaries is important, consider the case of David Egelhoff, a Washington man who died two months after his divorce was final in 1994.. The children sued, and the case went all the way to the U.S. Supreme Court, which ruled in 2001…
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