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Category Archive:
Estate Planning


Estate Planning Tips for Newlyweds

2014 12 Lauren signatureThese are a few tips to help protect yourself and a new spouse when starting your life and finances together:

 

newslywed1. Make sure to make changes to all beneficiaries on life insurance and retirement accounts.  Too many times these do not get changed and life insurance proceeds will go to an ex-spouse or to parents instead of the intended spouse.

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