Sona Wealth

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Month: May 2020

Necessity is the mother of getting things done — The renewed interest in MN’s Healthcare Direc

When going through the estate planning checklist with a client, one commonly skipped item is the healthcare directive. Most things involving finance and health are easy to put off. But one reason the healthcare directive may be postponed is neither the client, nor the advisor, have the medical background to know the risks of not …

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