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Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. The first step of estate planning is to help you plan for — and realize — these lifetime goals. • tax laws that affect your estate. This guide presents an introduction to estate planning so that you can better.

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This guide presents an introduction to estate planning so that you can better understand what’s involved. It should allow you to leave a larger legacy, help reduce your transfer taxes and possibly avoid. In this guide, we’ll cover: If you have a complex estate, you should. Having a basic understanding of estate planning can benefit both you and your family.

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We’ve made the process of completing your estate plan easy. Estate planning may include a last will and testament as well. • tax laws that affect your estate. Our estate planning portfolios (with complementary tab sets) are the perfect binder for showcasing your hard work.

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One of the goals is to make sure your. • sizing up your estate. This guide presents an introduction to estate planning so that you can better understand what’s involved. It addresses your legal and financial concerns, taking into account your goals and tax.

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