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Wills, Trusts, Estate Planning Made Easy

Wills, Trusts, Estate Planning Made Easy

As a professional getting closer to retirement, creating a will, trust, and estate plan might feel increasingly urgent. But where do you begin? And who has the time? It might feel overwhelming to create and collect documents with all the different professionals required to protect your estate, including financial planners, lawyers, and insurance agents. Then the question becomes, “How do I keep them secure, organized, and up-to-date?” It can be difficult to stop and put the energy into estate planning when it doesn’t feel as urgent as your day-to-day life. It is, however, a long-term necessity. 

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Securing Your Assets – Digital Vaults Vs. Physical Documents

The problem with hoarding documents is that as more and more start adding up, it is quite easy to lose track of what’s in there and what’s not – not to mention that large stacks become increasingly difficult to manage. If you are looking to create a legacy plan based on those documents, your family might find it difficult to sort through them. There is also a risk of those files getting damaged.

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Legacy Planning Checklist for Advisors & Insurance Agents

We recently discussed how COVID -19 has shifted focus toward legacy planning ventures for many individuals. From business owners to families, people have started taking estate planning much more seriously. We made a checklist for individuals [h1] that included the number of actionable tips to enact as soon as possible, and we are going to do the same here for insurance agents.

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    Wills, Trusts, Estate Planning Made Easy

    Wills, Trusts, Estate Planning Made Easy

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    Securing Your Assets – Digital Vaults Vs. Physical Documents

    Securing Your Assets – Digital Vaults Vs. Physical Documents

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