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What Is Estate Planning & Why Is It Important?

What Is Estate Planning & Why Is It Important?

by AllGen Financial | Jul 13, 2022 | AllGen Academy, Estate Planning, Financial Planning, Foundation

What Is an Estate Plan? An estate plan is a method for prescribing your wishes in the event of your death or incapacitation. A proper estate plan includes the following: Will/Trust – Communicates your wishes for how assets should be transferred after your death,...

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