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Estate Planning Brochure

Estate Planning Brochure - This guide presents an introduction to estate planning so that you can better understand what’s involved. Browse our brochures on basic estate planning, business planning, special needs planning, advanced tax planning, legacy planning, incapacity planning, international planning, legacy. The first step of estate planning is to help you plan for — and realize — these lifetime goals. This template allows you to. • sizing up your estate. The ultimate goal of creating an estate plan is. The core document most often associated. An estate plan is a collection of documents that protects your assets, personal property and outlines how you want them to be passed down. • tax laws that affect your estate. Estate planning covers the transfer of property at death as well as a variety of other personal matters and may or may not involve tax planning.

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