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Estate Planning 101

April 12, 2018  |  #Money Management

All the ins and outs; why, what’s involved, the conversations, and a checklist!

An Estate Plan is a pile of legal documents. It is also a comprehensive plan that ensures you and your family can enjoy your ideal lifestyle now, and that when the time comes when you’re no longer around, your family will be taken care of.

The topic of Estate Planning is not at all appealing. Who really wants to think about the time after your passing? The end result, however, is extremely rewarding; knowing that your family’s security is ensured is priceless.

In this guide, we look at the importance of an Estate Plan, the different elements, events that should trigger a review, what conversations you should have with family, the vital components that make up your checklist, and how we can help.

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