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Estate planning basics: Tips for strategic preparation

[ad_1] Crafting a carefully considered estate plan can ensure asset distribution aligns with both your intended legacy and your beneficiaries’ needs. Additionally, thoughtful estate planning can create tax and investment efficiencies and help guarantee effective execution.

Before developing your estate plan, it can be beneficial to get a working knowledge of the components of a detailed plan, the different ways assets can be transferred, and some tips on how to get started.

Components of a detailed…

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