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Being Left in Charge of an Estate

Managing an estate can be a complex responsibility, with many moving parts to consider. In this video, Heather provides guidance on how to navigate the process. Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. John Pynchon is advisory licensed in GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane advisory licensed in AL, CA, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. John Pynchon is securities licensed in GA, IN, IA, MI, MN, NC, OH, PA, SC, TX. Caleb Doane securities licensed in GA, IN, MI, MN, PA, SC, TX.