Orange County Business Journal article by Smith Dickson: “Beneficiary Wars” (November 19, 2018)

Gina Lara, MBA, CFP®, Tax & Forensic Accounting Manager, recently wrote an article for the Orange County Business Journal in the “Law Specialties” special supplement. Excerpt from the article “Beneficiary Wars”:
Some families are just antagonistic; but, when individuals are suddenly bequeathed multi-million-dollar estates, even the most reasonable and harmonious families can become embroiled in “beneficiary wars.”