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I've spent the last few hours investigating RVTs for my 77 year old mother, and it does seem like this estate planning tool could be a good choice for her. However, her interest was raised by a salesman from a company called The Patriot Group, Inc. in Mesa, AZ. I haven't been able to find out anything about this firm, except to verify it's address on Yahoo.

If anyone has expereince with this firm, please email me your comments.


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