Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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What is a Residuary Estate

What is a Residuary Estate

There are numerous aspects to consider when it comes to dealing with estate planning. This can include whether to use a will or a trust as your central estate planning document. You will also have to decide which assets will go to which beneficiaries. However, what...