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Naming a Family Financial Assistant

Timothy Borchers, a fellow WealthCounsel member based in Boston, MA, recently wrote an article on the importance of naming a Family Financial Assistant for clients in the +65 year age range.  A Family Financial Assistant is an identified, non-fiduciary who helps the client understand and act upon the variety of legal, tax, business, and financial matters.  Designating an individual, preferably a knowledgeable family member, serves to prevent financial harm and loss to the value of the ultimate estate.

The article may be found by clicking the following link:  WealthCounsel:  Naming a Family Financial Assistant 

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Submitted by Anna E. Lineberger, Esq.