An estate plan is not just for high-net-worth individuals, it’s for everyone who is single, has a spouse, has a partner, has dependents, owns a business, has investments, has retirement funds, owns property, or has material possessions of value such as a car. An estate plan may reduce estate taxes and shield your beneficiaries from…
Tag: estate planning
Estate Planning For You & Your Family
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•An estate plan is not just for high-net-worth individuals, it’s for everyone who is single, has a spouse, has a partner, has dependents, owns a business, has investments, has retirement funds, owns property, or has material possessions of value such as a car. An estate plan may reduce estate taxes and shield your beneficiaries from…