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Estate

Digital Safe Deposit Box

What Should You Keep in Your Digital Safe Deposit Box?

From family recipes, photos, and stories to insurance statements, financial paperwork, and your will, here’s what you should keep in your digital safe deposit box. Plus, use our Life & Legacy Planning Checklist to get a head start!
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giving back

5 Ways to Give Back, Differently

Charitable giving doesn’t have to cost money. Whether you’re getting ready to surf the web or head out for a jog, these tools can help you give back while you do you.
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Where It Goes When You Go

Making sure your assets are distributed to your beneficiaries according to your wishes is likely why you planned your estate. But when is the last time you reviewed your estate plan, including the beneficiaries on your accounts?
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Inherited IRA

And Then You Were a Beneficiary

Losing a loved one takes a toll on us all — emotionally, physically, and mentally. As if there was not enough to work through during the grieving process, there inevitably are details to work out financially concerning the deceased.
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