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Estate Planning Resource Center
While estate and inheritance planning can be difficult subjects to approach, they are also a crucial component of a sound financial plan. Knowing how to prepare and manage the process of leaving or receiving an inheritance can make a significant impact on your financial future and that of your loved ones.
The resources below are designed to help you avoid common pitfalls and come away with the peace of mind that your estate plan is set up to ensure the legacy you want to leave for your loved ones and the causes you care about.
It's all part of our comprehensive and strategic Plan Well. Invest Well. Live Well.™ process.
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GUIDE TO MAXIMIZING GENERATIONAL WEALTH
This guide provides an overview of the estate planning and inheritance process and explores common challenges and pitfalls to leaving and receiving wealth. After reading it, you'll walk away knowing what to avoid, and what steps to proactively take to ensure you're well prepared to maximize your inheritance.
ESTATE PLANNING resource articles
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