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beneficiary designations

Managing Probate When Setting Up Your Estate

Managing Probate When Setting Up Your Estate What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s fees, appraiser’s fees, and...
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End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2022. What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That’s one step. Did you remarry? There’s another step....
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End of Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2019.                          What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? If notable changes occurred in your personal or professional life, then you will want to review your...
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