EPISODE · Mar 11, 2021
#1 mistake made by parents and their advisor
from The Advisor Arena · host Jaime Malm
Kids with no guardians, money left to probate instead of heirs, property that has no beneficiary, adult kids that blow an inheritance. All avoidable. Jamie Weese, owner of Weese Law Firm, joins us for a conversation about attorneys, financial advisors and why they should be working together with every single client.
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#1 mistake made by parents and their advisor
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