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[quote=Anonymous]OP Here. I was thinking an attorney to do a proper estate plan, an accountant to make sure we do our taxes right since our taxes have been easy enough that I have been able to do them and I don't want to mess up with so much on the line now, and the financial planner to help us invest wisely. The house will be paid off in less than 5 years without the windfall and we have no other debt, but we are cash poor since I quit working in 2020 to stay home with the kids 10/12. Most of our money is in 401k's, Roth IRAs, and 529s so not easily accessible. We have about 1/3 invested mutual funds and bonds. We do have a few individual stocks to get the kids interested in investing. I would love to do a major renovation of our home and travel. We bank with a credit union. Would it be better to open an account at a large bank instead of using our large credit union? I'm reading Bogleheads. Thank you for sending me to that resource.[/quote]
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