Sarah Jeanne Browne
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Do you know that you already have a bunch of mini-wills already in place? Your account titles and beneficiary designations act as a mini-will on each asset. Are yours set up correctly according to your wishes? So many estate planning misunderstandings can cost families money, delays, and hard feelings. Join us for some "aha" moments that will help you and your family now and in the future. This workshop is only offered during October (National Estate Planning Awareness Month) and April (National Financial Literacy Month).