retirement blunders

July 22, 2019: Wealth Matters: “8 Things About Estate Planning”

Posted on September 17, 2019
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Estate planning is much more than you think. Making sure your documents are up to date is crucial. Things to consider:

  • Beneficiary Designation
  • The Will
  • What is part of an estate plan?
  • Taxes?

In this episode, Debbie gives some valuable advice on estate planning. Listen below!

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