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Risky River
You’re the boss—Take care of what you leave behind
It’s not always pleasant to think about what to leave behind, but the reality is: That’s exactly what you need to do. Having estate documents in place will put you in charge so that what matters most to you will be passed on to your friends, loved ones, social causes or anywhere else you’d like them to go. Check out the infographic below for the inside scoop on planning ahead.

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3 Key Takeaways
  1. It’s never too early to plan ahead for how to pass on your assets after you are gone.
  2. “Set it and forget it” does not apply to wills or estate planning. Update your plan as your life circumstances change.
  3. Consult an attorney or other advisor to help you with all relevant information you need for your plan.

Level up

Having a plan for taking care of life’s “what ifs” will move you along the path toward financial confidence. You’ve reached the end of Risky River and are ready to make this topic your own. You’re on your way!

 

This content is educational in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.
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