Estate Planning Checklist: Make Sure Your Wishes Are Met

Life doesn’t offer many opportunities to prepare for the future, but there’s one area where you’ve got some control— determining how your finances, property, healthcare wishes, family’s well-being, and other important matters are dealt with when you’re no longer around. Estate planning is the process of designating who manages your assets when you are unable to make these decisions and structuring the inheritance to minimize its tax impact.

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