Naming the Money People

Take five minutes to write down everyone you can think of who is good with money. Remember to include family and friends of all different ages since this role could last for more than seventy years. Enter their name address and phone number. Then check the names of the people you can trust to manage this money with the best interest of you or your family member with special needs in mind. Finally, review your list. Sequence the people in order of preference.

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