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The temperatures have started dropping, the leaves are turning, and Halloween is just around the corner. We thought we could share some financial planning 'Tricks and Treats' from us to you.

• Trick - Set Goals

  And write them down. They can be big or small … personal or professional … Debt? How about setting a goal to reduce it – give yourself a number and a date. Savings? Same thing … write down a number and a date.

When Simon's father passed away two years ago, he didn't think much about how his estate would be handled. His mother had died five years before, and his dad's will was clear about how his assets would be divided. Then came probate, a process to confirm the validity of his will. Not only did unexpected fees come out of his dad's estate, it took almost a year to settle and distribute it.