Alyssa Rakovich is the Director of Strategic Relationships for The Estate Registry, an online tool designed to notify creditors of the passing of a loved one or a client. Doug and Alyssa sat down at the T3 Advisor Conference and discussed the process of preparing for relative wealth transfers and building relationships with those of … Continue reading Episode 63 – Preparing to Transfer Estates to the Next Generation– With Alyssa Rakovich →
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