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Category: Estate Planning

In Trust’s We Trust

November 9, 2017 Dennis Miller Estate Planning, Retirement, Trusts

My wife, Jo, handed me the phone. “It’s Mary Ann (our stockbroker). She wants to talk about the farm”. I recently wrote about how lucky we were to work with Mary Ann. She was a stockbroker with years of experience and put it to good use. The farm has been in Jo’s family for over a century. Rightfully, Jo’s portion […]

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