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Posts Tagged ‘Estate Planning’

How to Handle Retirement Accounts in Your Estate Plan?

A will is the basic instrument in your estate plan. Your will directs your personal representative to distribute your property to your heirs. However, retirement accounts are handled differently from other types of property. If you want to transfer your retirement accounts to your loved ones, you need to take additional steps other than creating…

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Is There a Difference Between Financial Planning and Estate Planning?

Even though there may be some elements of financial planning and estate planning that overlap, they serve very different roles. Working with a financial planner and an estate planning attorney can help you protect your assets now and in the future. However, there are other benefits of working with professionals to develop a financial plan…

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