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Financial Planning Basics
Bradley Burk

Estate Planning

It seems odd, and somewhat frightening, to be thinking about incapacity, death and estate planning when you are young and don’t have much of a net worth, but it’s important for everyone to understand a few concepts and take several basic steps to make it easier on your family and loved ones.

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All information included in this page and all pages throughout Young Money, Smart Money is provided for informational and educational purposes only and should not be taken as investment advice or a recommendation to invest accordingly. Investing involves risk, including a potential for a loss of principal. Educate yourself about all investments and funds you purchase, including their risks, objectives, and fees and expenses before investing. For additional assistance, please contact us or another financial professional for a more detailed review of your specific situation.

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