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Estate Planning

Estate planning is the legal planning that helps you control who will inherit your money and property, and who can make medical and financial decisions on your behalf if you’re unable to do so yourself. Key documents include beneficiary designation forms, a will, health-care proxy, durable power of attorney, and sometimes, a trust.

Guide to Financial Literacy for the Newly Widowed

A CFP professional can help a recent widow with financial literacy. Life transitions are difficult and for a recent widow it is extremely important to have help when reviewing an estate plan to help determine next steps.

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