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Free Estate Planning Checklist

Estate planning is a complex topic. I delve deeply into the issues of estate planning and beneficiary selection in my book, Avoiding a Legacy Nightmare. Here is a free estate planning checklist to help you get started and find some direction in the process. Click here to download the free …

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Home Inventory Worksheet

A home inventory is a great way to make sure you can submit accurate claims should you have a disaster. It also helps test the limits of your insurance policy and ensure that they are adequate for the value of your home’s contents. The worksheet linked at the bottom of …

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