By Peggy Jane Fisher, CEA, CLTC, CFP
Your new client comes…
https://sbepc.org/wp-content/uploads/2014/05/PeggyHeadShot-web2.jpg271240umeworkshttps://sbepc.org/wp-content/uploads/2013/04/SBEPC-logo-horizontal-wp.pngumeworks2014-08-13 13:29:332014-08-19 11:56:4910 Things to Check When the Trust is a Beneficiary