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

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