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April is National Financial Literacy Month and Mike Hines sat down with Judy Ross to discuss the importance of understanding trusts and which trust you should have. Having this information could save you millions - literally.
Talking about death and end-of-life issues is a very difficult discussion to have with anyone, much less your loved ones. However, we think these 50 questions relating to family, occupation, recreation, values, faith, and experiences will be forever treasured. So start a conversation today and think about recording the answers for future generations.
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Varun Marneni, CFP®, CEPA has made the Forbes/SHOOK Top Next-Gen Advisors list in Georgia for the sixth year running.
