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The Importance of Estate Planning: Protecting Your Wealth and Your Family's Future

Have you accumulated any wealth in your life? If so, you have an estate that can be properly managed to give you control over what happens to your wealth when you die. The possessions and assets that make up your estate include your life insurance, investments, cars, and furniture. No matter the size of your estate, it's highly recommended that you create a robust estate plan to protect your wealth and your family.

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Relationships and Money, Part II: Married Couples

Marriage is not just roses, chocolates and diamonds. Marriage is a business relationship that needs thorough discussion and often times compromises. When couples plan for possible scenarios in the future, everyone involved is protected and feels secure. There are several ways that couples can ensure healthy financial decisions pre and post nuptial.

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Designating Beneficiaries & Owning an Inherited Retirement Account

What happens to your Retirement account if you pass away? Retirement accounts offer an advantage in the way they can be passed to your beneficiaries without a costly Trust or extensive Probate of your estate. A beneficiary designation allows you to allocate your hard earned savings to your loved ones in any manner you choose. But, there are pitfalls that should be avoided when designating beneficiaries.

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