living annuity estate planning

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I have inherited a living annuity. What now?

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Inheriting a living annuity often comes at a difficult time. You may be dealing with grief, family responsibilities, paperwork and important financial decisions all at once. It can feel overwhelming, especially when you are asked to choose what should happen to the money before you fully understand the consequences.[...]
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