Friday, December 11, 2020

Holiday cheer? Not quite.

Ed Slott, a nationally-known IRA consultant, has released Holiday Conversations to Have Before Grandma Gets Run Over by a Reindeer.

This guide is intended to facilitate discussions among parents, grandparents, and children about important financial and medical decisions. It also includes forms similar to those that we have recommended in earlier postings, to be used as a "road map" for your loved ones to follow in the event that you are no longer able to guide them

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