Archive - December 1, 2020

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Avoid Panic with an Estate Plan

Avoid Panic with an Estate Plan

The Kiplinger.com article “Estate Planning During the Pandemic” includes a scenario many of us want to avoid: a widow approached a financial planner with screenshots of texts her husband had sent from the hospital with information about investments and instructions. The husband passed away from COVID-related complications but one spouse not knowing enough to manage financial […]

©Bring Clarity to Your Finances™. Avoid Panic with an Estate Plan is a post from Bring Clarity to Your Finances™

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