Week 35 Day 4 Action Items

Day 4

• [ ] Evaluate your assets, liabilities, and beneficiaries.
• [ ] Consider your family structure and long-term financial goals.

*If you are creating or updating documents please reach out an estate planning professional.

Review your Accounts

Review your current accounts and ensure they have an updated beneficiary associate where applicable. Ensure to review your accounts during any major life events or changes.

• [ ] Account to review 1
• [ ] Account to review 2
• [ ] Account to review 3

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