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The end of the year will be here before we know it (yes I know it's only March). But now is the time to start the conversation about estate planning and get some major estate planning goals accomplished. Here are ten things you can do before the end of 2013. 1. Create An Estat...
Most think our will or living trust transfers all of our assets at death. Those documents, however, have no effect on some of your most important assets. Instead, your beneficiary designations control who will receive those assets. Always keep the following in mind about beneficiary designations.