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The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
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Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.
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Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.
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A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
