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Make a list of all your assets

You want to make a list of all your financial assets. These may be difficult to discover later. These include:

• Stocks and bonds.
• Mutual funds.
• 401(k) plans.
• Pension plans.
• Limited partnership interests.
• Bank accounts.

Click here for ways to locate your financial assets.

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Disclaimer: We are not giving legal advice. No warranties. We disclaim all legal liability. More...