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John J. Diak, CFP®
Jun 7, 20217 min read
Checklist for What to Do When a Spouse or Parent Dies
When a spouse or parent dies, there are lots of details to take care of. This checklist will help you know what to do so you avoid mistakes.
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John J. Diak, CFP®
Feb 8, 20216 min read
Checklist for Estate Planning: Review Estate Planning Documents
Estate planning is a complex process that is never fully finished. Use this checklist to review your estate planning documents.
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