10d • General discussion
[VIDEO] Keep The IRS Out Of Your Family Inheritance
A client of ours passed away recently and her husband is the surviving spouse. He contacted us to help him handle matters with the family estate. He was not pleased with how the financial advisor was conducting himself.
In this video, we share some of the mistakes that were made that caused the IRS to have to get involved and him to have to pay the price.
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[VIDEO] Keep The IRS Out Of Your Family Inheritance
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