This is the 14th exercise in a series designed to walk you through an entire financial plan. The exercise is embedded in an Excel spreadsheet you can download and save for personal use. You can read the backdrop for the exercise HERE, or just jump right in with the instructions given below:
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Estate/Legacy App
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This is the 14th exercise in a series designed to walk you through an entire financial plan. The exercise is embedded in an Excel spreadsheet you can download and save for personal use. You can read the backdrop for the exercise HERE, or just jump right in with the instructions given below: