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Managing An Inheritance: What To Do With A Windfall
While receiving an inheritance might seem positive, consider that statistics show nearly one in three Americans who inherit money lose
Megan Roberts has over 14 years of experience in bank client services and bank management. In her current role as Client Relationship Specialist - Private Wealth, she assists with trust and bank client inquiries and services, account documents, asset transfers, and money movement for individuals and businesses. In their free time, Megan and her family volunteer in their community with service projects.
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