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Who Needs a Will?

If you don’t have a will, now is the time! August is Make-A-Will Month. Financial professional Justin Halverson talked with KARE 11 about who should have a will and how to get started.

Click here for an estate planning checklist.

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It’s easy to get started.

Start by talking with one of our advisors. We’ll get you on the right track to pursue your retirement dreams by answering your questions and giving you resources for this next chapter.

Talk to an advisor