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Midway, PA (724) 796-3040 Erie, PA (814) 315-0123 Franklin, PA (814) 209-4699

Tips for Avoiding Beneficiary Mistakes

There is a good chance that you have a beneficiary, since retirement accounts, wills, and trusts commonly have beneficiaries. A beneficiary is an individual (or legal entity) to receive the proceeds from a financial product or vehicle when the owner…

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