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Estate Planning Basics: Wills, Trusts, And Medical Care

It’s very common for younger people — and older people, for that matter — to go without an estate plan. But whether or not you have kids, a spouse, or a great deal of wealth (yet!), the best time to create an estate plan might be right now. Creating a will is an important part of estate planning, but there’s a lot more to it than that. Your estate plan should also include, in writing, the details … [Read more...] about Estate Planning Basics: Wills, Trusts, And Medical Care

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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