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Estate Planning Checklist

Bernicke Education Center

Estate Planning Checklist

Avoid family disputes and help preserve your legacy. This checklist outlines the steps for preserving your estate for your spouse, children, and/or other beneficiaries. 

  • How to hire the right estate attorney.

  • The importance of creating a financial overview.

  • The importance of having a family meeting.

  • How to prevent sibling animosity.

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Estate Planning Checklist

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Learn why you may be able to retire earlier than you think.

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Learn why you may be able to retire earlier than you think.

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This field is for validation purposes and should be left unchanged.