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E.g., 06/26/2022
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Estate planning is an extremely personal process, not a one-size-fits-all endeavor. When an individual has no close relatives (other than perhaps a spouse), the decisions required to prepare an estate plan can sometimes feel overwhelming.
  | Financial Decisions

5 ways new parents can go about estate planning

Busy parents have enough on their plates without adding estate planning, but with the joy of welcoming new family into the world, comes the responsibility to plan for the financial future of a family.
Deciding to start a family is one of the most exciting and life-changing decisions a couple can make. All too often, couples get caught up in the rush to decorate and stock up on baby supplies at the expense of prioritizing essential financial planning considerations.
  | Financial Decisions

Financial planning when starting a family

Planning for significant life transitions is central to financial planning. As recent first-time parents, we can say with confidence that there may be no greater transition in life than starting a family.
This is an account of an amazing woman by the name of Oseola McCarty, an African-American cleaning woman from Mississippi who saved over $150,000 during her lifetime and then donated it to a scholarship fund at the University of Mississippi for deserving students who otherwise may not get the chance to go to college. She was also a Presidential Citizens Medal winner and inspired others to give. This is her story.

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