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President and Founder of Life Certain Wealth Strategies, Herb White, says the following are some of the most important conversations to have:
- Taking Financial Inventory – most people don’t know all they have or where it is
- Estate Planning
- Updating key documents
- Making gifts
- Family heirlooms and sentimental items
- Digital Assets – protecting email, social media accounts, etc.
- Updating Beneficiary Forms
- Retirement accounts
- Life Insurance