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What is Estate Planning? 4 Key Elements You Need To Know
What is Estate Planning? Estate planning is the process of arranging for the management and distribution of your assets after death. It ensures that your wealth goes to the intended beneficiaries in the most tax-efficient manner while also accounting for financial obligations and other legal considerations. Many people assume estate planning is only for the…
Read MoreWhat Is Financial Planning?
What is Financial Planning? Financial planning is the process of taking an inventory of all your financial resources—your income, assets, liabilities, and expenses—and aligning them with your personal goals. It’s about understanding how your current financial situation can help you achieve what’s most important in life, whether that’s buying a home, sending your kids to…
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