Estate Planning Flags #15: Brady Bunch Family

Thompson & Associates

English - August 09, 2019 00:00 - 18 minutes - 27 MB - ★★★★★ - 4 ratings
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In this episode, Cayce Powell and Jason Meredith discuss:
• What we mean by a "Brady Bunch" family.
• What happens to assets (accounts and real estate/homes) if planning doesn’t specifically consider different scenarios.
• As development officers, what can we be listening for to know if our donors have this issue?