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January 1, 2020/in Blog/by Kate Smith Thompson

Estate Planning Checklist

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Estate Planning ChecklistApril 29, 2023 - 7:37 pm
Estate Planning Checklist Things You Should Do NOW To Protect Yourself And Your Family Protect Your Assets Add beneficiaries to your 401(k), IRA, and all other qualified accounts and life insurance policies. Add a POD to your bank account. Add a TOD to all vehicle title. Consider a trust or TODD for your primary residence. […]
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