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Tag Archives: Passing on Financial Accounts

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Choosing How to Pass on Your Financial Accounts

By William Rambaum, P.A. |

In today’s world, it is not uncommon for an individual to own a number of different financial accounts – all with varying rules on when a secondary person may be added or how to pass on the funds contained within it after death. Quick access to cash for the numerous expenses associated with death… Read More »

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