Best Ways to Give Your Heirs Money While You're Alive
Instead of leaving your adult kids money when you die, create a meaningful gifting plan so you can watch them benefit from your generosity
June 14, 2013
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Lynn Ballou
Lynn Ballou is a certified financial planner, co-owner of Ballou Plum Wealth Advisors, LLC, a registered investment advisory firm in Lafayette, Calif., and a registered principal and branch manager with LPL Financial.
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