Talking Money

Homegoing Checklist: Preplanning Guide


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Have you thought about who will handle your estate when you pass? Have you communicated to that person where your important information is? Do they know where to find information about bank accounts, investments, and insurance policies? Are there valuable items you want to pass to a specific person? Do you have special requests for your funeral or burial arrangements? How will your loved ones know all this information?
Listen as Mike discusses the importance of communicating these items to your family before it’s too late. He walks through a helpful home going planning document, which you can download a copy of here.
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Talking MoneyBy Mike Miller

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