Jody R King, JD, CPA Director of Wealth Planning ..

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Jody R King, JD, CPA Director of Wealth Planning | #legacy planning for families

Jody R King, JD, CPA Director of Wealth Planning

Jody R King, JD, CPA Director of Wealth Planning

In most cases, the settlor, trustee, and beneficiary are the same person (at least until that person dies or becomes incompetent).

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