Orange County Business Journal article – Beneficiary Wars

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.”

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