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Laura Twomey Quoted in The Wall Street Journal on Trustee-Beneficiary Relationships
11.25.14
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Personal Planning Partner Laura Twomey was quoted in a
Wall Street Journal article, “The Trouble With Trustees.” Laura discussed resolving disputes between trustees and beneficiaries, commenting that “Communication is extremely important and very delicate…It brings up all sorts of sandbox emotions. But a lot of times, I find these relationships can be mended.” Laura also noted that beneficiaries must understand and become part of the process to avoid potential issues.
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