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Thinking about Creating an Estate Plan? Here’s Your Checklist

Contrary to popular belief, estate planning is not just to dictate what happens to your possessions and assets when you die. Estate planning is also life planning, as in you need to plan for a situation where you are still alive, but are unable to manage your assets. Here’s a checklist.

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If your approach to estate planning is to leave a mysterious slip of paper in a bank vault with cryptic instructions to lead your relatives on a scavenger hunt for their inheritance, you might want to rethink your plan. Similarly, if you think that all you need to worry about is having a legible will that gives your prized stamp collection to your cat, it’s time to rethink the purpose of estate planning.

The benefits of creating an estate plan cannot be understated, as a solid estate plan will allow you to have control over your end-of-life personal and financial decisions.

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