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Articles Posted in POD (Payable on Death)

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Helping Parents Be Sure Their Families are Protected

Yes, it is old-school, but if your family is on the traditional side, headed up by a breadwinner dad who runs the finances, then you need to make plans to ensure that your family will be okay, if something should happen to you. This advice also applies to mothers who…

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5 Biggest Mistakes of Beneficiary Designations

There’s an easy way for select assets to be passed to heirs, with no need for probate. It’s called the beneficiary designation. Your will is a document that is used to pass property and assets to your heirs, but it’s not the only way. Certain accounts or assets have beneficiary…

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Millennials Need an Estate Plan Too

Live long enough, and you learn that life can change in a heartbeat. Young adults don’t always know this, but they need to have an estate plan as much as older people. Whether you are a Baby Boomer or a Millennial, you need to have an estate plan. With the…

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