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Albert wants to communicate with their daughter and son-in-law the will and health care plans. Provide a copy of their financial plan. Since they are both receiving income as well as Social Security, that positions them in a higher tax bracket. Wants to travel to France to meet with Albert's relatives.
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Note – This case study is published in Steven Fernandes book There is always a financial solution … published by Bestsellers18 which is a compilation of different case studies. Sharing here with permission of author.
Last Update: Oct 2021
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