The Plan Robert Avery Thought He Had: A Dallas Estate Planning Wake-Up Call
Robert Avery was a senior vice president at a Dallas telecom company with a will, a 401(k), and a deferred compensation plan worth $1.2 million. He died at 58. What his wife Catherine discovered over the following six months was that almost none of it was set up the way he thought — and most of the damage came not from what Robert had failed to do, but from what he thought he had already done.
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