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Tag: Estate Planning

01 May
How To Plan For Your Estate

How To Plan For Your Estate

A banker friend in Belize who speaks at many of the conferences my wife Kathleen Peddicord’s publishing group sponsors likes to ask the following question as part of his presentations: “What happens to your bank account (in Belize) if you and your banker, and only you and your banker, know about its existence…and you die?” […]