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Will

“Where There’s a Will…” there should be a will companion

August 13, 2021 by Arnold Machel, CFP® Leave a Comment

Sadly, we’ve seen more clients and members of their family pass away in the past 18 months than any other time in my 25 plus years in the finance industry. And while none of these tragic events were directly related to COVID, I am sure that the isolation and general negative aspects of living life during the pandemic had a part to play. In seeing so many individuals cope with … [Read more...] about “Where There’s a Will…” there should be a will companion

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