Welcome!

Welcome to September to Remember!

Bank Accounts

This is the first step in ensuring your accounts are set up correctly to protect your funds and make things easier for your loved ones in the event of an unexpected occurrence.
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Taking small actions like this today can save you and your family major stress tomorrow. 💡💼
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PODs & TODs

PODs or TODs
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Estate planning isn’t only for the wealthy; it’s for anyone who wants to make life a little easier for their loved ones.
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Let’s start with something simple but powerful:
👉 Ensure PODs (Paid on Death Beneficiaries) or TODs (Transfer on Death Beneficiaries)
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List 3 People to handle affairs

Planning means protecting your future and your loved ones. Choose at least three trusted individuals who can step in when needed, ensuring your wishes are honored without delay. 💯
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Put the list of Three People in Order of Responsibility

Planning means protecting your future and your loved ones. Put the list in order of responsibility 💯
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Components of the Will

Identify the person you’d trust to care for your minor child or dependent. Write down their name, address, and phone number. This simple action secures peace of mind and ensures your loved one is protected. 💙
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Name Someone For Healthcare

Taking a step to secure your future. Name the person you trust to make healthcare decisions on your behalf.

Please don’t wait, write it down today!
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Identify the Valuables

Take a moment to list down the valuables you own, because knowing what you have is the first step in protecting it.
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Identify the Valuables

This small but important step ensures your legacy is protected and passed on exactly how you intend.
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