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Mailbag: Is It A Red Flag That My Attorney Handles Investments, Life Insurance, and Taxes?
Manage episode 424560780 series 3327542
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It's a mailbag edition of the show today! This week, Cole asks how to manage their estate plan given that the life insurance payout, in the event of their death, would be significantly larger than their current assets. Vivian asks whether it's a red flag that their attorney's office manages investments, life insurance, and taxes in addition to legal services.
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