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How do you want to be remembered? A lack of planning will cause chaos, fighting and discord among your loved ones after you are gone. But it doesn’t need to happen. Prepare your estate and leave with the peace of mind that all is well.

This section will help you discover what steps you need to take for the future. From ensuring you have the correct beneficiaries to the organization of documents such as wills and advanced directives, the more you plan the better your friends and family will appreciate what you have done for them.

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Blog, Your Legacy

Introducing an Estate Planning Conversation with Your Parents

Estate planning can be a tricky topic to introduce. Here are 3 tips to get that conversation started.

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Financial Planning, On Your Own, Thinking About Retiring, Your Legacy

Four Financial Questions All Mothers Should Ask

Lea Ann Knight | Posted Jun 17

Crystal Ball

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Investing, Your Legacy

The Market Has No Memory

Lorraine Ell | Posted Feb 27

binoculars on a case at sunset

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Investing, Your Legacy

Hindsight Is 20/20. Foresight Isn’t.

Lorraine Ell | Posted Feb 20

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Financial Planning, Investing, Thinking About Retiring, Your Legacy

Good News for Retirement Investors

Better Money Decisions | Posted Mar 22

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Already Retired, Tax Strategy, Your Legacy

The Bodacious Benefits of a Donor Advised Fund

Lorraine Ell | Posted Nov 29

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Already Retired, Blog, On Your Own, Thinking About Retiring, Your Legacy

What Are Some Things To Consider In Estate Planning?

Lorraine Ell | Posted Nov 14

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Thinking About Retiring, Your Legacy

Avoid These Three Common Financial-Planning Pitfalls

Better Money Decisions | Posted Oct 30

Want to be sure you’re avoiding common pitfalls?

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