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Moving Forward

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Most of us will lose someone dear to us whether it is a spouse, close family member or friend. Learn how to navigate financial and emotional minefields so you can lessen future challenges. Explore the impact of grief and emotions and learn how to avoid common mistakes. Discuss the duties of an executor, taxes after a death and an estate checklist containing important tips on wills, life insurance and healthcare documents. Find out how to fix common IRA mistakes, how to roll it over and how to name beneficiaries, among other tips.
 
Course ID/# : 3534/MM142C
Tuition: $49.00



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