Health, 19.01.2021 21:50 jennycrapson

Your client Mrs. Stephens is a widow in her mid-70s. Her only son Brent is 40 and lives with her. She would like Brent to be able to manage her account for her but not have access to withdraw funds from her account. However, when she dies she would like all of her account to go to Brent because he is her only living relative. What type of account and what features should she set up?

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Your client Mrs. Stephens is a widow in her mid-70s. Her only son Brent is 40 and lives with her. Sh...

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