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What is something that is part of estate planning that many people overlook? A. Making sure that you have named beneficiaries/contingent beneficiaries for all your
What is something that is part of estate planning that many people overlook?
A. Making sure that you have named beneficiaries/contingent beneficiaries for all your bank accounts, retirement accounts, and insurance policies that include a death benefit or cash value.
B. Having a diversified investment portfolio
C. Tax loss harvesting
D. Making sure to get enough liability coverage on their homeowner's policy
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