@fireplaybook: Building wealth is only half the job. You also need a plan for what happens to it—and who can step in if you’re no longer able to manage things yourself. A will is important, but estate planning can go much further. Trusts, beneficiary designations, TOD deeds, POD accounts and powers of attorney can all play different roles in creating a more complete plan. And one of the easiest mistakes to make? Creating the documents once and never looking at them again. Marriage. Divorce. Kids. A new home. A move to another state. Major changes in your finances. Your life changes. Your estate plan should change with it. The goal isn’t just leaving behind money. It’s leaving behind clear instructions—and hopefully fewer headaches for the people you love. Estate laws vary by state. Educational purposes only; not legal or tax advice. #EstatePlanning #GenerationalWealth #PersonalFinance #FinancialIndependence #TheFIREPlaybook

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2026-10-21 19:55:14

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