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Tag: estate and financial legacy

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5 Potentially Catastrophic Estate Planning Mistakes

Updated: July 21, 2025

There’s not a great way to say it: estate planning requires you to think about what happens when you die.…

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Do I Need a Will? What is the Best Way to Get One?

Yes, you probably need a will. It’s an essential component of a solid financial plan. Estate planning is an essential…

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Do I Need Life Insurance? What’s the Difference Between Whole Life and Term?

Life insurance is a valuable financial planning tool, but make sure the type of insurance you choose matches your needs.…

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What is The Best Place to Invest Money For My Child’s Future?

The best place to save depends on the goals you have for your savings. Before making any decisions about your…

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Should I Save for My Kid’s College Education? What is The Best Way to Do It?

Remember oxygen masks on airplanes. Contributing or paying for your kids’ college education is a wonderful and noble goal, BUT…

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Do I Need a Will? What is the Best Way to Get One?

Yes, you probably need a will. It’s an essential component of a solid financial plan. Estate planning is an essential…

View Faq