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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.

Create a gifting plan so you can see your heirs benefit from your generosity.

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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