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What is estate planning & how does it work?

Estate planning is the process of organizing your assets and deciding how you want your property, savings and other valuables to be distributed upon your death. Beyond the transfer of property, estate planning may take into account other personal matters, such as tax planning, charitable giving, life insurance and trusts for family members.

Is estate planning better than financial planning?

Both provide a comprehensive and strategic framework to manage and protect your assets throughout your lifetime and beyond. While financial planning can help you set and achieve financial goals, estate planning could complement that strategy by minimizing taxes and protecting your financial legacy.

What is the difference between a financial planner and an estate planner?

Financial planners and estate planners have distinct areas of expertise. While financial planners focus on managing money and investments, estate planners are typically directed by an estate planning attorney.

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