Download our Guide: Estate Planning Basics Booklet
Your estate is made up of everything you've accumulated during your life, including retirement plans, stocks, bonds, real estate, business interests, personal effects, etc.
Put simply, estate planning is the process by which you accomplish three primary goals:
• Manage assets while you're alive & well, or if you become incapacitated
• Distribute assets according to your wishes after you pass
• Leave a lasting legacy
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