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June 14, 2012
Overlooked Areas of Estate Planning
Thursday, 02 February 2012 00:00
Presentation by Vincent E. Sullivan, Board Certified Estate Planning Attorney, in San Diego

Vince spoke of the very important aspects of estate planning which are often overlooked.

  1. Beneficiaries of life insurance;
  2. Beneficiaries of retirement plans;
  3. Joint ownership of bank accounts; and
  4. Proper funding of revocable living trusts.
 

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San Diego, CA 92113
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