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RFM Financial Solutions, LLC

Archive for December, 2013

Written by: Jeremy Shafer

The Boomer generation will transfer an estimated $40 trillion in assets over the next 50 years (ThinkAdvisor).  Without proper planning, the transition will be difficult to administer and tax-inefficient.  Here are five conversations.

Discuss what planning documents they have in place

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The staff of RFM Financial Solutions, LLC would like to wish all of our friends, family and clients happy holidays!  May you have a wonderful holiday season!