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3. Estate Planning

Legacy Planning – The Basic Documents of Estate Planning and Beyond

The third step in your do it yourself financial plan is estate planning. Estate planning is thought about as wills, trusts, and gifts, etc. Not anymore. No one wants to think of sickness, old age, and death, yet all of us will experience that at some point, and the most important element [...]

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Do-It-Yourself Financial Plan Step #3 Estate Planning

Do-It-Yourself Financial Plan Step #3 Estate planning is not just for the dying. Wills, trusts, powers of attorneys, medical directives, etc- sounds so awful. But consider that if something were to happen to you and your spouse, a judge would say who your children would go to live with. Or without a corrected beneficiary designation, [...]

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Most Estate Plans Possess a Major Flaw

Most Estate Plans Possess a Major Flaw
Why Your Family’s Future is at Significant Risk
If you could look 50 years into the future and visualize a gathering of your family, what would you like to see going on and what would you like to hear them talking about? Most people say they would like [...]

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