North County San Diego Financial Truths

Wealth Management and Investment Management in Southern California

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Per Stirpes Per Capita : What Happens When Your Beneficiaries Pass Before You Do?

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Per Stirpes Per Capita : What Happens When Your Beneficiaries Pass Before You Do?   A lot of people think that if they take care to name beneficiaries in their trust, will, and accounts, then they’ve covered their bases when it comes to estate planning. They think they’ve made all the decisions they need to […]

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