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Content with Learn and Plan Categories Estate Planning .

A young millennial couple look worried while reviewing financial documents.
Estate Planning

The majority of funeral fundraisers are millennials, who have taken to the platform as a way to pay for final expenses. While crowdfunding has gained popularity, it isn’t a guarantee.

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senior couple meeting financial planner in high-rise office
Estate Planning

Estate planning is an important process for designating who will receive your assets when you pass away. But it’s also about making certain your family members and other beneficiaries have access to your assets. To ensure your beneficiaries can cost-effectively receive your money and possessions, you should create a checklist of tasks to complete.

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