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Trust

You just got a trust, now what do you do?

If you're a client of ours, you've heard us talk about the importance of having a trust. However, once you have one made, your work is not over. In today's post, Brian reviews some important steps you need to take shortly after your trust is completed.

You just got a trust, now what do you do?

If you're a client of ours, you've heard us talk about the importance of having a trust. However, once you have one made, your work is not over. In today's post, Brian reviews some important steps you need to take shortly after your trust is completed.

Spring Cleaning Challenge Part 4: Power of Attorney

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The financial consultants at Veater Financial Group are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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