Benefiting Your Beneficiaries

By Lori Booth-Houle, CPA, CFP® Imagine an alternate universe, in which Fred Flintstone is divorced from his first wife Wilma and then remarries.  He dutifully updates his revocable trust document to allocate a portion of his estate to Pebbles, his daughter from his marriage to Wilma.  The remaind...

Lori Booth-Houle

Aug 3, 2017

jump to page:

Categories:

Archives:

Spend 20 minutes with us.

Every client journey begins with a conversation. To discover whether TCI is a good fit for your financial planning needs, call us to schedule a quick, completely free, low-risk call with an advisor. It’s that easy, seriously!

(877) 733-1859

Your Name

Phone Number

Email Address