Sometimes it happens! A financial institution won't accept the essential legal document meant to help you support your loved one. Now what? Our Estate Planning Department Manager, Laura McCreary, is on the mic to offer an explanation of why this happens on occasion and what steps we might take to resolve it.
Sometimes it happens! A financial institution won't accept the essential legal document meant to help you support your loved one. Now what? Our Estate Planning Department Manager, Laura McCreary, is on the mic to offer an explanation of why this happens on occasion and what steps we might take to resolve it.