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Read More ›Throughout our lives, we generally acquire assets that someone will need to manage after death. One quick tip as part of your financial plan is to ensure that you’ve listed designees for your bank account to be “Paid On Death.” These individual...
Read More ›When you plan to leave assets such as a 401K, financial accounts, homes, cars, etc. to your loved ones, it’s imperative that you consider the tax liabilities associated with each asset. For example, leaving a 401K account to a spouse is tax-free, b...
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Read More ›Your loved ones will need access to your important files in the event of an emergency. Life Snapshot eliminates the worry because our Support Specialists will reach out to your designated contacts with all of your critical information. Visit www.life...
Read More ›Will Trust Power-of-Attorney Business Interest Succession Plan Advance Directives...
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