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What is Estate Planning and How to Talk About It


Estate planning isn’t just for the wealthy, and it is more than a set of documents (although it is still both of those things).  Estate planning allows you to decide ahead of time how you want your assets distributed when you die, lessen the administrative burden for your surviving family members and, if you want to, provide a legacy beyond just a pile of money.

 

Listen to Year End Financial Planning Strategies

Download Checklist for Aging Parents

Free Advance Directives in Your State

 

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