Estate Planning


Estate Planning

Most people associate the phrase "estate planning" with having a will - a legal document that names your beneficiaries and spells out who gets what when you die. And while the transfer of your assets is an important part of estate planning, a will or a trust is just one aspect of a broader estate-planning strategy to ensure your wishes are known, honored, and carried out as efficiently as possible when you're no longer able to articulate them.

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