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Tag: Life Insurance

Potential Pitfalls of Life Insurance and Retirement Accounts

Posted onJune 1, 2021June 23, 2021inCategoriesBeneficiaries, Life Insurance, Retirement Accounts

When creating an estate plan, several documents and decisions are involved. An important decision is to decide which assets are … Continue ReadingPotential Pitfalls of Life Insurance and Retirement Accounts

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  • Using a Trust to Protect Your Beneficiaries
  • Potential Pitfalls of Life Insurance and Retirement Accounts
  • The Law Has Changed. Have Your Estate Plan Documents Kept Up?
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  • Dementia Directive: An add-on to an Advanced Health Care Directive
  • Benefits of Proposition 19 for People 55 or Older
  • Creating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job.
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